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Aptos, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| HI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Central Coast Partners | Aptos | CA | 03/2019 | Present |
| 3 Factor Indexing | Woodside | CA | 08/2012 | 03/2019 |
| Disciplined Growth Capital Llc | Aptos | CA | 02/2023 | Present |
| Silicon Valley Consulting | San Jose | CA | 09/2008 | 10/2016 |
Owner of Central Coast Partners, a business consulting firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-16 |
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