Best Investors
Account
Sign in
Spark Financials LLC CRD 316349
$3.20M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Elk Grove, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spark Financials | Elk Grove | CA | 02/2021 | Present |
| Homemaker | El Segundo | CA | 12/2018 | 02/2021 |
| West Care | Fresno | CA | 07/2017 | 12/2018 |
| California State University, Fresno | Fresno | CA | 08/2013 | 07/2017 |
| Spark Tax Llc | Ripon | CA | 11/2023 | Present |
| H&R Block | Modesto | CA | 01/2023 | 05/2023 |
| Golden Gate University | San Francisco | CA | 09/2025 | 12/2025 |
Name: Spark Tax LLC. Investment-Related: No. Address: Ripon, CA 95758. Nature: Tax services. Position: Owner, Tax Preparer. Start Date: 11/2023. Approximate hours per month: 15-20. Approximate hours per month during securities trading hours: 10-15. Duties: Manage business operations, meet with clients, provide tax consulting and tax preparation services. Name: Golden Gate University. Investment-Related: No. Nature: Education. Position: Adjunct Professor. Start Date: 05/2026. Approximate hours per month: 5-10. Approximate hours per month during securities trading hours: 0. Duties: Teach retirement and employee benefits planning course.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
Reach out to this advisor