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David Barson

Barson Financial Planning

San Mateo, CA

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Current Employers
Barson Financial Planning

San Mateo, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-03-10
  • CA RA
    APPROVED
    Since 2017-03-10

Branch Locations

San Mateo, CA • 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
OrganizationCityStateFromTo
Fisher Investments Woodside CA 01/2008 01/2017
Barson Financial Planning San Mateo CA 01/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-01
  • S65 Uniform Investment Adviser Law Examination
    2008-04-01
Designations

View on SEC IAPD

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