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1101 Fifth Avenue Suite 305, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-24 |
| ID | RA | APPROVED | 2018-03-21 |
Branch Locations
1101 Fifth Avenue Suite 305, San Rafael, CA 94901 • United States
2601 N Bogus Basin Rd., Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard Davey, Sole Proprietor | Larkspur | CA | 03/2012 | 09/2018 |
| Bruce Davey D.D.S. | Sausalito | CA | 03/2010 | 06/2017 |
| Marin Wealth Advisors Llc | San Rafael | CA | 04/2014 | 12/2016 |
| Fiduciary Financial Group, Llc | San Rafael | CA | 12/2016 | Present |
| Richard Davey Cpa, Sole Proprietor | San Rafael | CA | 04/2017 | 06/2017 |
| Munc & Cooper Cpas Llp | Larkspur | CA | 10/2019 | 07/2020 |
| Sole Proprietor | Boise | ID | 03/2020 | 08/2025 |
| Fiduciary Financial Group | San Rafael | CA | 12/2016 | 11/2021 |
Marriage Money Bootcamp; Larkspur, CA; Partner since 3/2018; not investment related; online personal finance course for couples; shoot videos, draft content, market course online; 8 hrs/mo - 0 hrs during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-16 |
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