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39560 Stevenson Place Suite 111, Fremont, CA 94539 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-19 |
| TX | RA | APPROVED | 2017-01-19 |
Branch Locations
39560 Stevenson Place Suite 111, Fremont, CA 94539 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Fremont | CA | 08/2010 | Present |
| Millar Financial | Fremont | CA | 03/2011 | 10/2016 |
| Millar Financial | Fremont | CA | 12/2007 | 10/2016 |
| Millar Financial Group | Fremont | CA | 10/2016 | 01/2024 |
| Beyond Financial Services | Fremont | CA | 01/2024 | Present |
| Beyond Financial Services | Fremont | CA | 01/2004 | Present |
(1)Name of Business: Address: 18419 Watters Dr, Castro Valley, CA, 94546, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 18419 Watters Dr, Castro Valley, CA, 94546, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/14/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of a rental property. (3)Name of Business: Beyond Financial Services Address: 39560 Stevenson Pl Ste 111, Fremont, CA, 94539-3074, United States Activity Type: Independent RIA Position/Title: Advisor, Officer - President Investment Related: Yes Start Date: 01/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Independent RIA (4)Name of Business: Beyond Financial Services Address: 39560 Stevenson Pl Ste 111, Fremont, CA, 94539-3074, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2004 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Support company for RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-27 |
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