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1101 Fifth Avenue Suite 305, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2 Padre Parkway Suite 103, Rohnert Park, CA 94928 • United States
1101 Fifth Avenue Suite 305, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Financial Group, Llc | San Rafael | CA | 01/2020 | Present |
| Munc & Cooper Cpa's Llp | Rohnert Park | CA | 10/2019 | 07/2020 |
| Zeisler, Zeisler, Rawson & Johnson, Llp | San Rafael | CA | 12/2018 | 10/2019 |
| Dal Poggetto And Company, Llp | Santa Rosa | CA | 06/2013 | 11/2018 |
| Cooper & Vogelheim Llp | San Rafael | CA | 01/2021 | Present |
Cooper & Vogelheim LLP; Not investment-related; San Rafael, CA; Partner/Tax Manager; Start Date 01/2020; Approx. 160 hours per month, 0 hours during securities trading; tax compliance and consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-08 |
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