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9820 Willow Creek Road Suite 210, San Diego, CA 92131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-17 |
| LA | RA | APPROVED | 2022-07-28 |
Branch Locations
9820 Willow Creek Road Suite 210, San Diego, CA 92131 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | San Diego | CA | 05/2016 | 12/2016 |
| Orin Green Financial, Llc | San Diego | CA | 12/2016 | Present |
(1) Real Estate Ownership ; Single Family ; Escondido, CA 92027; not Investment Related; March 1998. (2) American Institute of CPAs; Contractor; Start 05/2022; 220 Leigh Farm Road, Durham, NC 27707; 8-10 hours spent a month; Development activities for Personal Financial Planning for CPA Exam & reviewing questions for CPA exam. (3) American Institute of CPA's; The Uniform CPA Exam - Question Developer; Start Date - 10/2023; 220 Leigh Farm Road, Durham, NC 27707-8110; Develops new questions for the Uniform CPA Exam as it relates to various topics; 5-10 hours per month. (4) American Institute of CPA's; Personal Financial Specialist Credential Committee; Start Date - 05/2024; 220 Leigh Farm Road, Durham, NC 27707-8110; Develops questions for the Personal Financial Specialist (PFS?) Exam; Serves as Personal Financial Planning (PFP) Champion; Updates Adviser's Guides as Requested from Time-to-Time; 5-10 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 2003-06-23 |
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