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1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-25 |
Branch Locations
1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert E. Jeppson, Attorney At Law | South Lake Tahoe | CA | 04/2014 | Present |
| Jeppson Tax, Llc | Reno | NV | 12/2016 | Present |
| Robert E. Jeppson, Real Estate Broker | South Lake Tahoe | CA | 02/2017 | Present |
| Jeppson Wealth Management Llc | Manhattan Beach | CA | 01/2021 | Present |
1. ROBERT E. JEPPSON ATTORNEY-AT-LAW; NON-INVESMENT RELATED; SOUTH LAKE TAHOE, CA; LAW; ATTORNEY; OWNER; APRIL 2014; MULTIPLE; ATTORNEY FOR CLIENTS. 2. ROBERT E. JEPPSON REAL ESTATE BROKER; NON-INVESMENT RELATED; SOUTH LAKE TAHOE, CA; REAL ESTATE; REAL ESTATE BROKER; OWNER; FEBRUARY 2017; MULTIPLE; BROKER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-13 |
| S66 | Uniform Combined State Law Examination | 2005-11-17 |
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