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1884 The Alameda, San Jose, CA 95126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dwr Wealth Management, Llc | San Jose | CA | 01/2005 | Present |
| Dunham & Associates Cpas, Inc. | San Jose | CA | 09/1996 | Present |
Mr. Dunham is also the President of Dunham Associates CPAs, Inc. , a non-investment related accounting firm located at 1884 The Alameda, San Jose, CA 95126. This relation ship started in 1996. Mr. Dunham expects to spend approximately 95% of his time working with accounting clients, mostly during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-12 |
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