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288 Pearl St, Monterey, CA 93940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catherine Hawley, Cfp® | Monterey | CA | 04/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-27 |
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