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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
422 Petaluma Blvd N, Petaluma, CA 94952 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Law Offices Of Bridget Mackay, Apc | Petaluma | CA | 05/2005 | 05/2024 |
| Integrity Advisory Solutions | Petaluma | CA | 12/2024 | Present |
| Mackay Dressler Law Firm | Petaluma | CA | 05/2024 | Present |
1. American Academy Wealth; Investment related; 755 Baywood Drive, 2nd Floor, Petaluma, CA 94954; DBA for securities business; IAR; 12/10/2024; 20 hours per month; 10 hours during trading hours; Onboarding clients, managing investments. 2. Mackay Dressler Law Firm; Not investment related; 755 Baywood Drive, 2nd Floor, Petaluma, CA 94954; Estate Planning & Elder Law Practice; Attorney/Owner; 05/06/2005; 160 hours per month; 160 hours during trading hours; Practice law in the areas of Estate Planning and Elder Law, Trust Administration and Probate 3. American Academy of Estate Planning Attorneys; Not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Estate Planning attorney membership affiliation; continuing education; business development support; Attorney/Member; 08/01/2013; 2 hours per month; 0 hours during trading hours; Attorney/Member 4. Clock Tower Wealth Management; Investment related; 755 Baywood Drive, 2nd Floor, Petaluma, CA 94954; DBA for securities business; IAR/Owner; 01/06/2021; 10 hours per month; 0 hours during securities trading hours; Provide investment advice to clients for portfolio construction and maintenance. DBA for securities business. 5. Senior Advisory Committee for the City of Petaluma; Not investment related; 11 English Street Petaluma, CA 94952; City run committee to advise on quality of life for seniors living in Petaluma; Committee member; 04/11/2024; 4 hours per month, 0 hours during trading hours; Meet monthly with the committee and promote senior interests in the community to the city council
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-06 |
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