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Current Employers
Accretive Wealth Management, Llc

12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-04
  • TX RA
    APPROVED_RES
    Since 2021-10-04

Branch Locations

12657 Alcosta Boulevard, Suite 150, San Ramon, CA 94583 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accretive Wealth Management, Llc San Ramon CA 05/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-15
  • S65 Uniform Investment Adviser Law Examination
    2012-08-15

View on SEC IAPD

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