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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-05 |
Branch Locations
6315 Mutual Dr Suite F, Fort Wayne, IN 46825 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dickmeyer Boyce Financial Management | Fort Wayne | IN | 05/2012 | 10/2016 |
| Mountain Peak Wealth Advisors, Llc | Fort Wayne | IN | 10/2016 | Present |
| Farther | Fort Wayne | IN | 04/2026 | Present |
Name of other business: Presley Tax Services, LLC; Is business Investment related: No; Address of other business: 6315 Mutual Dr, Suite F, Fort Wayne, IN 46825; Nature of other business: Tax Preparation Services; Your position: President/Owner; Start date of relationship: Apr 29, 2012; Approx. # of hours /month devote to other business: varies on tax season 20-90; Number of hours devoted to other business during securities trading hours: 25%; Briefly describe duties: Tax preparation for 1040.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-03-01 |
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