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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-10 |
Branch Locations
3420 Coach Lane Suite 3, Cameron Park, CA 95682 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weston And Tuttle, Llp | Cameron Park | CA | 01/2019 | Present |
| Moss Adams | Rancho Cordova | CA | 06/2014 | 12/2019 |
| Osaic Wealth Inc | Cameron Park | CA | 01/2025 | Present |
WESTON AND TUTTLE LLP POSITION: Partner NATURE: Limited Liability Partnership - Tax planning and compliance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2019 ADDRESS: 3420 Coach Lane, Ste 11, Cameron Park CA 95682, United States DESCRIPTION: Certified Public Account providing tax planning and compliance for individuals, small business and trusts/estates
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-06 |
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