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1545 River Park Drive, Suite 401, Sacramento, CA 95815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
Branch Locations
1545 River Park Drive Suite 401, Sacramento, CA 95815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hadley Tax Consulting | Carmichael | CA | 04/1987 | Present |
| Lucas Group Financial Planners, Inc. | Carmichael | CA | 05/2004 | Present |
| Securities Service Network, Inc | Sacrameto | CA | 09/2008 | 10/2019 |
| Hadley Insurance Services | Carmichael | CA | 09/2012 | Present |
1)HADLEY TAX CONSULTING -1333 HOWE AVE. #103 SACRAMENTO, CA 95825- SOLE PROPRIETORSHIP - SOLE OWNER - START DT:4/1987 - 40 HRS/MO TRADE HRS - PROVIDING TAX ADVISING & TAX PREPARATION SERVICES. FEES ARE CHARGED BASED ON HOURS OF SERVICE OR ON COMPLEXITY OF TAX RETURN - NON-INVESTMENT RELATED 2) HADLEY INSURANCE SERVICES, 8300 FAIR OAKS BLVD. SUITE 202, CARMICHAEL CA 95608, SOLE PROPRIETOR AND INSURANCE AGENT, 10 HOURS PER MONTH, 9/2012 TO PRESENT, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-14 |
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