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2625 Townsgate Road Suite 330, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-08 |
Branch Locations
2625 Townsgate Road Suite 330, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Csu Channel Islands | Camarillo | CA | 08/2012 | Present |
| Butler Financial Services, Ltd. | Westlake Village | CA | 01/2016 | Present |
Butler Financial Services, Ltd. Non-investment related. 340 N. Westlake Blvd, Ste 112 Westlake Village, CA 91362 Income Tax Preparation Enrolled Agent Employee and Officer since 2016 Approximately 60 hours/month of Tax Return Preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-28 |
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