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28751 Rancho California Rd Suite 100, Temecula, CA 92590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-18 |
Branch Locations
28751 Rancho California Rd Suite 100, Temecula, CA 92590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolfgang Capital Llc | Temecula | CA | 07/2025 | Present |
| Wolfgang Tax & Accounting Llp | Temecula | CA | 05/2025 | Present |
| Wolfgang Capital, Llc | Temecula | CA | 03/2025 | 07/2025 |
| Wolfgang Financial Group Llc | Temecula | CA | 03/2025 | Present |
| Bryars Tolleson Spires & Whitton Llp | Mission Viejo | CA | 05/2014 | 08/2020 |
| Northpoint Tax, Wealth And Business Advisory | Fullerton | CA | 08/2020 | 09/2024 |
| Extended Travel | Temecula | CA | 09/2024 | 03/2025 |
WOLFGANG TAX & ACCOUNTING LLP; INV REL; PARTNER/CPA; TEMECULA, CA; START 05/2025; CPA/TAX PROFESSIONAL SERVICES; APPROX 50% OF TIME; APPROX 90 HRS/MO; TAX ETURN FILING SERVICE. WOLFGANG FINANCIAL GROUP LLC DBA WOLFGANG FINANCIAL AND INSURANCE AGENCY; INV REL; INS AGENT; TEMECULA, CA; START 03/2025; INS SALES AND SERVICES; APPROX 10% OF TIME; APPROX 20 HRS/MO; TAX STRATEGIST.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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