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7777 Alvarado Road Suite 520, La Mesa, CA 91942 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-23 |
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
7777 Alvarado Road Suite 520, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | La Mesa | CA | 06/2012 | Present |
| Petix & Botte Financial | La Mesa | CA | 05/2014 | Present |
| Tax & Financial Services Co., Inc. | La Mesa | CA | 01/2010 | Present |
1. 06/04/2012 - PETIX & BOTTE FINANCIAL - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 10/14/2013 - PETIX & BOTTE TAX AND BUSINESS SERVICES - TAX PREP / ACCOUNTING / BOOKKEEPING - TAX PREPARATION - 25% OF TIME SPENT 3. 06/17/2014 - PETIX & BOTTE COMPANY - REGISTERED INVESTMENT ADVISOR - (HYBRID) PETIX & BOTTE COMPANY - (ADVISORS WILL SERVE AS AND INVESTMENT ADVISOR REPRESENTATIVE UNDER THE PETIX & BOTTE COMPANY RIA. ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, RETIREMENT PLAN CONSULTING, OR OTHER RELATED FINANCIAL CONSULTING. - 75% OF TIME SPENT - LA MESA, CA 4. 02/11/2016 - Petix & Botte Company - INV REL - 7777 Alvarado Road Suite 320, La Mesa, CA 91942 - Registered Investment Advisor DBA - START 05/05/2014 - 30 HOURS PER MONTH DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-04 |
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