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Santa Barbara, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santafino Cpas | Santa Barbara | CA | 09/2024 | Present |
| Nicholson & Schwartz Cpas | Santa Barbara | CA | 08/2024 | 09/2024 |
| Schmidtchen Alvarado & Company Cpas | Santa Barbara | CA | 01/2024 | 05/2024 |
| Ari Demiral & Co. | Los Angeles | CA | 01/2023 | 05/2023 |
| Golin | Los Angeles | CA | 05/2022 | 08/2022 |
| Robert Half | Los Angeles | CA | 04/2021 | 05/2022 |
| Trigger Group | Los Angeles | CA | 10/2020 | 12/2020 |
| Ramada Santa Barbara | Santa Barbara | CA | 10/2016 | 09/2017 |
| Unemployed | Santa Barbara | CA | 06/2024 | 08/2024 |
| Unemployed | Santa Barbara | CA | 06/2023 | 01/2024 |
| Unemployed | Los Angeles | CA | 09/2022 | 01/2023 |
| Unemployed | Los Angeles | CA | 01/2021 | 04/2021 |
| University Of California Santa Barbara - Student | Santa Barbara | CA | 10/2017 | 06/2020 |
| Unemployed | Santa Barbara | CA | 07/2020 | 10/2020 |
| San Marcos High School - Student | Santa Barbara | CA | 09/2013 | 06/2017 |
-The name of the other business: Santafino CPAs -Whether the business is investment-related: NO -The address of the other business: 5142 Hollister Avenue #577 Santa Barbara, CA 93111 -The nature of the other business: CPA Accounting Firm -Your position: Owner -Title, or relationship with the other business: Owner -The start date of your relationship: 09/2024 -The approximate number of hours/month you devote to the other business: 80 -The number of hours you devote to the other business during securities trading hours: 2 -Briefly describe your duties relating to the other business: CPA and Owner of the firm. I file tax returns, do bookkeeping, and tax planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-26 |
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