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1732 North 1St Street Suite 220, San Jose, CA 95112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-12-02 |
Branch Locations
1732 North 1St Street Suite 220, San Jose, CA 95112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Werba & Davis Advisory Services | San Jose | CA | 01/2008 | Present |
OUTSIDE OF INVESTMENT ADVISORY SERVICES, THIS INDIVIDUAL PROVIDES THE FOLLOWING SERVICES: 1) TAX ACCOUNTING SERVICES SINCE JULY 2007. APPROXIMATELY 1 HOUR PER MONTH, DUTIES INCLUDES FILING TAX RETURNS AND TAX CONSULTING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-26 |
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