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10393 San Diego Mission Road Suite 110, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
10393 San Diego Mission Road Suite 110, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stack And Associates | San Diego | CA | 07/1988 | Present |
#1 STACK AND ASSOCIATES (NOT INVESTMENT RELATED) 10393 SAN DIEGO MISSION ROAD, SUITE 110 SAN DIEGO, CA 92108 OWNER OF ACCOUNTING AND TAX SERVICES FIRM SINCE 1998 - 75% OF TIME PROJECTED 25% INVESTMENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-20 |
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