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1731 Technology Dr. Ste 570, San Jose, CA 95110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-10 |
Branch Locations
1731 Technology Dr. Ste 570, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nim Wealth Solutions Inc. | San Jose | CA | 08/2025 | Present |
| Hunter Tax Associates, Inc. | San Ramon | CA | 03/2025 | 06/2025 |
| Internal Revenue Services | Oakland | CA | 11/2024 | 02/2025 |
| Heffernan Insurance Associates | Walnut Creek | CA | 08/2023 | 11/2024 |
| Optimizely | New York | NY | 11/2022 | 06/2023 |
| Wis International | Plano | TX | 11/2020 | 11/2022 |
| Antonyan Miranda Llp | San Diego | CA | 03/2020 | 08/2020 |
| Ey Llp | San Diego | CA | 11/2017 | 02/2020 |
| Baker Tilly (Fka Squar Milner Llp) | San Diego | CA | 01/2017 | 11/2017 |
| Unemployed | San Diego | CA | 08/2015 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
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