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200 Kentucky St. 2Nd Floor Suite C, Petaluma, CA 94952 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-02 |
| CA | RA | APPROVED | 2017-02-22 |
Branch Locations
200 Kentucky St. 2Nd Floor Suite C, Petaluma, CA 94952 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobson & Breen Wealth Management, Llc | Petaluma | CA | 01/2014 | 01/2017 |
| Breen Wealth Management, Llc | Petaluma | CA | 01/2017 | Present |
1. PETALUMA EDUCATIONAL FOUNDATION, INVESTMENT RELATED, 200 DOUGLAS ST., PETALUMA CA 94952, INVESTMENT MANAGEMENT OVERSIGHT, COMMITTEE MEMBER FOR THE INVESTMENT COMMITTEE AND BOARD MEMBER, 2010, 3HRS/MTH, 0 HRS DURING TRADING. 2. EVIDENCE BASED RIA LLC. NON-INVESTMENT RELATED. 200 KENTUCKY ST., 2ND FLOOR SUITE D. PETALUMA, CA 94952. BUSINESS CONSULTING/COACHING. OWNER. 04/2025. 10 HRS/MTH, 0 HRS/TRADING HRS. ASSIST RIA OWNERS WITH CONSULTING and COACHING WORK REGARDING THEIR PRACTICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-04 |
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