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1380 Lead Hill Blvd Suite 180, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-13 |
Branch Locations
1380 Lead Hill Blvd Suite 180, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bangerter Financial Services, Inc. | Roseville | CA | 02/2025 | Present |
| Innovative Tax Solutions | Folsom | CA | 11/2011 | Present |
(1) Innovative Tax Solutions; No; Folsom, CA; Income Tax Preparation; Owner/ Preparer; 11/2011; 120/ HRS MO; 120/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-31 |
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