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12657 Alcosta Boulevard Suite 415, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-09 |
| CA | RA | APPROVED | 2021-07-14 |
Branch Locations
12657 Alcosta Boulevard Suite 415, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marathon Retirement Planning, Inc. | Danville | CA | 01/2016 | Present |
| Powering Your Retirement, Llc. | San Ramon | CA | 05/2021 | Present |
Marathon Tax Planning. This business is not investment related. Office address is 18 Crow Canyon Court, Suite 240, San Ramon, CA 94583. The business is a tax preparation business. I am the owner and sole practitioner of the business. The business started in April of 2016. I spend up to 2-3 hours a week on this activity. During trading hours I only take calls from clients with specific questions and the bulk of the work is performed after trading hours conclude. My duties are the preparation of personal tax returns. I am an Enrolled Agent #122270 Daniel Leonard is a licensed insurance agent. (#0B96376)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-10-29 |
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