Wesley William Read

Current Employers

Practicecfo Investments

13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-11-27
CA	RA	APPROVED	2013-06-26

TX RA
APPROVED_RES

Since 2018-11-27
CA RA
APPROVED

Since 2013-06-26

Branch Locations

13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Silver Coast Investments Llc	San Diego	CA	01/2011	Present
Wesley W. Read Accountancy Corporation D/B/A Practicecfo	San Diego	CA	08/2014	Present

01/2011 → Present

Silver Coast Investments Llc

San Diego, CA
08/2014 → Present

Wesley W. Read Accountancy Corporation D/B/A Practicecfo

San Diego, CA

Previous Registrations

2011-02-08 → 2013-06-11

Practice Financial Group, Llc

Medford, OR
2007-11-15 → 2011-01-28

Threadline Wealth

Santa Rosa, CA

Other Businesses

1) Wesley W. Read Accountancy Corporation d/b/a PracticeCFO, Non Investment-Related, Same, Accounting, President, 08/2014, 80 Hrs/month 2) SPP Dental Management, No, same, Dental Practice Management, Partner, 01/01/2021, 8 Hrs/Month, 0Hrs/Month During Trading Hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-11-14

S65 Uniform Investment Adviser Law Examination

2007-11-14

Designations

View on SEC IAPD

Current Employers

Practicecfo Investments

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews