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11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-01 |
| CA | RA | APPROVED | 2020-04-21 |
Branch Locations
11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States
Pismo Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hendershott Wealth Management, Llc | San Jose | CA | 01/2020 | Present |
| Family Wealth Consultants, Inc. | San Jose | CA | 04/2012 | Present |
Family Wealth Consultants, Inc., investment-related business, 1541 The Alameda San Jose, CA 95126 , financial planning firm, paraplanner, since 4/2/2012, 80 hours/month, prepare financial plans, complete client forms, accounting and client follow up.
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