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12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-20 |
| CA | RA | APPROVED | 2001-11-28 |
Branch Locations
5701 Lonetree Blvd., Suite 215, Rocklin, CA 95765 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Investors Company | San Ramon | CA | 08/2000 | Present |
| Optimum Strategies/Scott Mehren | Rocklin | CA | 12/2000 | Present |
| American Investors Company | San Ramon | CA | 11/2001 | Present |
SCOTT MEHREN/OPTIMUM STRATEGIES; NOT INVESTMENT-RELATED; 5701 LONETREE BLVD., SUITE 215, ROCKLIN, CA 95765; BOOKKEEPING, PAYROLL, AND TAX SERVICES; SELF-EMPLOYED - PARTNER; START DATE 12/2000; DEVOTE APPROX. 20 HRS/MONTH TO THIS BUSINESS; DEVOTE 15 HRS TO THIS BUSINESS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE TAX PREPARATION & ADVICE, BOOKKEEPING & PAYROLL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
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