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1001 B Avenue, Suite 211, Coronado, CA 92118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1001 B Avenue, Suite 211, Coronado, CA 92118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hayes & Associates Accountancy | Coronado | CA | 07/1996 | Present |
| Hayes & Associates Accountancy | Coronado | CA | 01/2019 | Present |
| Hayes Hart Cpa'S Wealth Management, Inc. | Coronado | CA | 11/2017 | Present |
| Levine Foundation | Coronado | CA | 01/2014 | Present |
| John M. Hart Cpa, Inc. | Coronado | CA | 05/2014 | 10/2017 |
| Hayes Hart Cpa'S Wealth Management, Inc. | Coronado | CA | 01/2019 | Present |
1. The Levine Foundation, Post Office Box, Coronado, CA 92118. It is not investment related. I am the secretary and board member that typically requires my attending 1 to 2 meetings per year. It takes about 4 hours a year, none during trading hours. I have been on the board since 2014. 2. HAYES HART CPA'S WEALTH MANAGEMENT, INC. 1001 B Avenue, Suite 211, Coronado, CA 92118. The business provides accounting and advisory services, and is investment-related. Mr. Hart has served as the President since 2014. Mr. Hart will serve in both an accounting and advisory role within the firm. Such duties require about 40 hours of Mr. Hart's time per week, and most are during trading hours. 3. HAYES & ASSOCIATES ACCOUNTANCY. 21 Buccaneer Way, Coronado, CA 92118. The business provides investment advisory services, and as such, is investment-related. Mr. Hart has served as an Investment Adviser Representative since January 2019. This requires about 5 hours of Mr. Hart's time per week, and most are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-05 |
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