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Pebble Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowery Thomas, Llc | Pebble Beach | CA | 02/1999 | Present |
| Mark T. Vicencio, Cpa | Pebble Beach | CA | 01/1996 | Present |
MARK T. VICENCIO, CPA ACCOUNTING FIRM NOT INVESTMENT RELATED SAME AS REPORTED BUSINESS LOCATON OWNER BOTH BUSINESS SHARE COMMON CLIENTS PROVIDING RESPECTIVE FINANCIAL SERVICES RELATIONSHIP STARTED 2/1/1999 25% OF TIME SPENT ON CPA ACTIVITIES AND 75% SPENT ON INVESTMENT ADVISORY ACTIVITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-15 |
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