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1001 Galaxy Way Suite 205, Concord, CA 94520 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-21 |
Branch Locations
1001 Galaxy Way Suite 205, Concord, CA 94520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dws Group | San Francisco | CO | 08/2010 | 10/2021 |
| Api Accounting, Tax & Advisory, Inc. | Concord | CA | 11/2021 | Present |
| Api Capital, Llc | Concord | CA | 11/2024 | Present |
-accountant and owner of with API Accounting, Tax & Advisory, Inc. -real estate broker or dealer. He will not offer client advice or products from those activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-02 |
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