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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-26 |
| TX | RA | APPROVED | 2022-09-26 |
Branch Locations
370 Diablo Road Suite 201, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hc Financial Advisors, Inc. | Lafayette | CA | 10/2018 | 06/2021 |
| Presidio Vista Properties | Danville | CA | 10/2014 | 07/2018 |
| Herrmann & Cooke, Inc. | Danville | CA | 12/2021 | 09/2022 |
| Hc Financial Advisors, Inc. | Lafayette | CA | 06/2021 | 12/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 09/2022 | Present |
| University Of California, Los Angeles | Los Angeles | CA | 04/2018 | 04/2019 |
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