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Irvine, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tactical Equity Partners, Llc | Irvine | CA | 01/2023 | Present |
| Financial Analysis Corp | Irvine | CA | 02/2014 | Present |
Name of the entity? Financial Analysis Corp Whether the business is investment-related? No Address of the other business? 32 Claret Irvine, CA 92614 Nature of the other business? Corporate Finance Marketing /IT Consulting Position? Consultant Title, or relationship with the other business? No relationship with Tactical Equity Partners, LLC Start date of your relationship? No relationship The approximate number of hours/month you devote to the other business? 80Hr The number of hours you devote to the other business during securities trading hours; 20Hr and briefly describe your duties relating to the other business? Provides IT support for finance and marketing departments as well as doing various data analytics projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-21 |
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