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2121 Palomar Airport Road Suite 160, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
3111 Camino Del Rio N, #400, San Diego, CA 92108 • United States
2121 Palomar Airport Road Suite 160, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pkf | San Diego | CA | 01/1984 | 12/2020 |
| Skoczek & Associates, Llc | San Diego | CA | 07/2006 | 06/2025 |
| Vistica Wealth Advisors, Llc | Carlsbad | CA | 01/2025 | Present |
| Ag Tax Group | San Diego | CA | 01/2026 | Present |
Christine Skoczek is a CPA operating under the business name of AG Tax Group and she provides tax planning and compliance services. This is not investment related and is located at 3111 Camino del Rio N, #400, San Diego, CA 92108. On average, she devotes about 50 hours a month (generally during securities trading hours). Her duties include delivering tax related services to clients, a portion of whom are also Vistica Wealth Advisors clients and a portion that are not.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-27 |
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