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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
3840 El Dorado Hills Blvd Suite 201, El Dorado Hills, CA 95762 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weston & Tuttle Llp | Cameron Park | CA | 03/2003 | Present |
| Questar Capital Corporation | Minneapolis | MN | 11/2012 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 11/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | El Dorado Hills | CA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | El Dorado Hills | CA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | El Dorado Hills | CA | 01/2024 | Present |
1) HOPPECOTTRELL ADVISORS POSITION: Advisor/Partner NATURE: Investment Advisory structured as an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2020 ADDRESS: 3860 EL DORADO HILLS BLVD, SUITE 503, El Dorado Hills CA 95762-7557, United States DESCRIPTION: Investment planning, advice and fixed insurance. 2)HOPPECOTTRELL, LLP POSITION: Partner NATURE: CPA, Tax Practice INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2003 ADDRESS: 3860 EL DORADO HILLS BLVD, SUITE 503, 95762 CA 95762, United States DESCRIPTION: Prepare taxes and provide tax consulting services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-26 |
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