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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2016-01-13 |
| CA | RA | APPROVED | 2011-08-03 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
136 E. Idaho Ave, Suite 202, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis Wealth Management | Elk Grove | CA | 04/2014 | Present |
| Four Season Taxes | Meridian | ID | 01/2018 | Present |
Four Season Taxes; 136 E Idaho Ave, Suite 202, Meridian, ID; owner; Tax preparation; using tax cloud to market to client to being potential clients for financial services; start date 1/1/18; 40 hours per month; compensated by net profit of business Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-08 |
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