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27442 Portola Parkway Suite 155, Foothill Ranch, CA 92610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-12 |
Branch Locations
27442 Portola Parkway Suite 155, Foothill Ranch, CA 92610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baroldi Gundersen, Llp | Foothill Ranch | CA | 01/2007 | Present |
| Baroldi Gundersen Financial Advisors Llc | Foothill Ranch | CA | 06/2024 | Present |
| Orange County Fire Authority | Irvine | CA | 06/2017 | Present |
| Department Of Agriculture | Denver | CO | 05/2018 | 09/2021 |
Baroldi Gundersen, LLP; Not Investment Related; 27442 Portola Pkwy, Ste 155, Foothill Ranch, CA 92610; Accounting; Accountant; Start 01/2007; 160 hrs/month; 6 hrs during trading hours; Preparing and analyzing financial statements, tax compliance and tax projection services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-17 |
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