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One Boardwalk Avenue, Suite 103, Thousand Oaks, CA 91360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-10-21 |
| CA | RA | APPROVED | 2004-02-17 |
Branch Locations
One Boardwalk Avenue, Suite 103, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ken Gross Financial, Inc. Dba Strategic Financial | Thousand Oaks | CA | 08/1997 | Present |
Mr. Gross, President, provides tax preparation services through Strategic Financial. This takes approximately 20% of his time. This activity is not investment-related and performed during and outside trading hours. Strategic Financial is located at the address mentioned in Item 1. The start date for Strategic Financial is January 5, 1999.
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