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5470 Kietzke Lane Suite 300, Reno, NV 89511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-07-25 |
Branch Locations
5470 Kietzke Lane Suite 300, Reno, NV 89511 • United States
Newport Beach, CA • United States
Newport Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-10-31 |
Branch Locations
Newport Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chapman University | Orange | CA | 01/2010 | Present |
| Scott Anderson Financial, Inc. | Newport Beach | CA | 01/2013 | Present |
| Gw Financial, Inc | Costa Mesa | CA | 07/2014 | Present |
1) INSTRUCTOR IN ACCOUNTING - CHAPMAN UNIVERSITY 16 HOURS PER WEEK WHEN TEACHING; AFTERNOONS NOT DURING DURING TRADING HOURS 2) PERSONAL TAX CLIENTS AS CPA/ENROLLED AGENT SINCE 2/15/06. 500 HRS/YRLY AND 400 HRS/YEARLY DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-01 |
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