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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
Branch Locations
1740 Fruitridge Road Ste 102, Sacramento, CA 95822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B.B. Graham & Co. | Orange | CA | 05/2012 | 03/2017 |
| Farmers Financial Solutions | Sacramento | CA | 03/2017 | Present |
| Farmers Insurance | Sacramento | CA | 03/2017 | Present |
J & K TAX AND FINANCIAL SERVICES; TAX RETURN PREPARATION, REAL ESTATE SALES, MEDICAL INSURANCE SALES; NON INVESTMENT-RELATED ADDRESS: 5006 FREEPORT BLVD., SACRAMENTO, CA95822 NATURE OF BUSINESS:TAX SERVICES, SEASONAL OWNER, STARTED IN 1992 TO PRESENT. 20-30 HOURS PER WEEK, NOT DURING SECURITIES TRADING HOURS. MY DUTIES AS A REGISTERED TAX PREPARER IS TO INTERVIEW TAXPAYERS INPUT INCOME TAX RELATED DATA ONTO COMPUTER AND PREPARE INCOME TAX RETURN ELECTRONICALLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-20 |
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