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333 West Santa Clara Suite 800, San Jose, CA 95113-1713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-03-31 |
Branch Locations
333 W. Santa Clara St Ste 830, San Jose, CA 95113 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-12-09 |
Branch Locations
740 Front St Ste 365, Santa Cruz, CA 95060 • United States
1798 Technology Dr Ste 229, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petrinovich Pugh & Company, Llp | Santa Clara | CA | 01/1992 | Present |
| Lpl Financial | Santa Clara | CA | 07/2008 | Present |
| Financial Planning Consultants, Llc | Santa Clara | CA | 07/2008 | Present |
1. 01/12/10 - CPA AFFILIATE PROGRAM, PARTNER IN A CPA FIRM. CERTIFIED PUBLIC ACCOUNTING FIRM--TAX RETURNS, FINANCIAL STATEMENTS, ETC. 80% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-08 |
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