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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
20201 Sw Birch St Ste 250, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tvn Wealth Management Inc | Newport Beach | CA | 03/2021 | Present |
| Vdp Cpa | Newport Beach | CA | 01/2018 | Present |
| Haskell & White Llp | Irvine | CA | 07/2015 | 12/2017 |
| Golden State Equity Partners, Llc | South Coast Metro | CA | 09/2021 | Present |
VDP CPA ?Not Investment Related ?20201 SW Birch St., Suite 250, Newport Beach, CA, ?Accounting Firm ?Principal & CPA ?Accounting Services ?2018-Present ?Involves 50% or more time each month, including during traditional business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-20 |
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