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12620 Dupont Rd., Sebastopol, CA 95472 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Manager Review | Sebastopol | CA | 09/2002 | 10/2024 |
| Money Money Review /World Capital Management (Mmr/Wcm) | Sebastopol | CA | 10/2024 | Present |
| Prestige In Home Care | 1364 N Mcdowell Blvd, Ste A2, Petaluma, Ca 94954 | CA | 11/2024 | Present |
Prestige In Home Care 1364 N McDowell Blvd, Ste A2, Petaluma, CA 94954, Nature of the Business: Non-investment-related caregiving services Position and duties: Companion/Caregiver Approximate Number of Hours Devoted to the Business Per Month: Approximately 32 hours per month. Hours Devoted During Securities Trading Hours: Approximately 12 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-10 |
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