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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-12 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
6150 Village View Drive Suite 101, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
Name of other business: VWM Tax Advisors, PLC; Is business Investment related: No; Address of other business: 6150 Village View Drive, Ste. 101, West Des Moines, IA 50266; Nature of other business: Income Tax Return preparation and filing; Your position: Tax Return Preparer; Start date of relationship: 1/1/2025; Approx. # of hours /month devote to other business: 15; Number of hours devoted to other business during securities trading hours: 13; Briefly describe duties: Income Tax Return preparation and filing. Name of other business: Ron Zerk Management Services, LLC; Is business Investment related: No; Address of other business: Des Moines, IA 50309; Nature of other business: Professional Services; Your position: Principal owner; Start date of relationship: 7/28/2025; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: all operations and management.
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