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Incline Village, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2019-10-07 |
Branch Locations
19682 Hesperian Blvd Suite 100, Hayward, CA 94541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blueprint Wealth Partners, Llc | Valley Springs | CA | 03/2018 | 10/2019 |
| Books & Taxes Inc. | Hayward | CA | 01/2001 | Present |
| Blueprint Investments And Tax Planning | Hayward | CA | 10/2019 | Present |
(1) CYL INVESTMENT PARTNERS; NOT INVESTMENT RELATED; 19682 HESPERIAN BLVD., SUITE 100, HAYWARD, CA 94541; PASSIVE INVESTMENTS IN TECH STARTUP; PARTNER SINCE 7/13/2016; HOURS PER MONTH: 0.25; HOURS DURING TRADING HOURS: ZERO; DUTIES: FILE ANNUAL PARTNERSHIP TAX RETURNS. (2) BNT SOLUTIONS AND INSURANCE SERVICES, LLC; NOT INVESTMENT RELATED; 19682 HESPERIAN BLVD, SUITE 100, HAYWARD, CA 94541; INSURANCE SALES; MEMBER SINCE 08/08/2016; DUTIES: RECONCILE BOOKS AND FILE TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-11 |
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