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1802 Tice Valley Blvd, Walnut Creek, CA 94595 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-25 |
Branch Locations
1802 Tice Valley Blvd, Walnut Creek, CA 94595 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated | San Francisco | CA | 05/2000 | 02/2020 |
| Bank Of America, N.A. | San Francisco | CA | 05/2011 | 02/2020 |
| Echo45 Advisors Llc | Walnut Creek | CA | 02/2020 | Present |
1) Echo45 Tax & Estate Not Investment-Related Address: 1802 Tice Valley Blvd, Walnut Creek, CA 94595 Nature of the business: tax preparation and estate planning assistance Position and duties: Owner and tax preparer Start Date: 6/10/2024 # of Hours per month devoted to Business: 40 # of Hours per month during trading hours: 30 2) Suburban Sawyer Not Investment-Related Address: 70 Sun Valley Dr, Walnut Creek, CA 94597 Nature of the business: artisan woodworking Position and duties: Owner Start Date: 7/1/2024 # of Hours per month devoted to Business: 20 # of Hours per month during trading hours: 0 3) Echo45 Aviation, LLC Not Investment-Related Address: 1802 Tice Valley Blvd, Walnut Creek, CA 94595 Nature of the business: Aircraft acquisition, ownership, operation, and rental/leasing Position and duties: Manager Start Date: December 2025 # of Hours per month devoted to Business: 10 # of Hours per month during trading hours: 2 5) Author Not Investment-Related Address: 1802 Tice Valley Blvd Walnut Creek CA 94595 Nature of the business: author of non-investment related books Position: Author Start Date: February 2026 # of Hours per month devoted to Business: 10 # of Hours per month during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-14 |
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