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111 Deerwood Rd Ste 325, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED_RES | 2021-04-07 |
| MA | RA | APPROVED | 2019-09-11 |
Branch Locations
111 Deerwood Rd Ste 325, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoenix Investments | San Ramon | CA | 10/2018 | Present |
| Cac Pension | San Ramon | CA | 10/2007 | Present |
Name of the Business: CAC Pension; Investment-Related: No; Address: 111 Deerwood Rd, Ste 325, San Ramon, CA 94583; Position: President; Hours work each week: 15 hours or 30% I work more than 50 hours each week; Duties: Oversee and supervise (CAC), which is a non-fiduciary actuarial consulting and third party administration service. The service under CAC includes: Plan design, annual valuation and administration including non-discrimination tests; Government forms preparation and filing; Assist plan sponsors in benefit calculation and distributions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-13 |
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