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1776 W. March Lane Suite 190, Stockton, CA 95207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
1776 W. March Lane Suite 190, Stockton, CA 95207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rimrock Farms | Mountain Ranch | CA | 03/2015 | 10/2017 |
| Self-Employed | Vacaville | CA | 10/2017 | 03/2021 |
| Strategic Inventory Solutions | Vacaville | CA | 03/2021 | Present |
| Findec Wealth Services, Inc. | Stockton | CA | 05/2025 | Present |
STRATEGIC INVENTORY LLC, NOT INVESTMENT-RELATED, 485 STONECASTLE WAY, VACAVILLE, CA 95687. PROVIDES BUSINESS AND OPERATIONAL CONSULTING SERVICES, SPECIFICALLY IN THE AREAS OF INVENTORY MANAGEMENT AND OPERATIONAL EFFICIENCY. POSITION/TITLE: OWNER. START DATE: 03/20/21. APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED: 20. HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0. DUTIES: AS THE OWNER OF STRATEGIC INVENTORY LLC, MY DUTIES INVOLVE PROVIDING HIGH-LEVEL CONSULTATION TO RIMROCK FARMS. THIS INCLUDES ADVISING ON INVENTORY OPTIMIZATION, OPERATIONAL STRATEGIES, AND EFFICIENCY IMPROVEMENTS. MY INVOLVEMENT IS GENERALLY LIMITED TO STRATEGIC OVERSIGHT AND CONSULTATION, AND DOES NOT INVOLVE ANY ACTIVITIES THAT ARE SECURITIES-RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
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