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1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-17 |
Branch Locations
1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisor Partners, Llc | Walnut Creek | CA | 08/2018 | 06/2022 |
| Echelon Asset Management | Oakland | CA | 04/2016 | 08/2018 |
| Concentric | Walnuct Creek | CA | 06/2022 | 05/2024 |
| Concentric | Walnut Creek | CA | 05/2024 | Present |
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