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2819 Crow Canyon Road Suite 101, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-15 |
| CA | RA | APPROVED | 2015-03-23 |
Branch Locations
2819 Crow Canyon Road Suite 101, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carey Wealth Management | San Ramon | CA | 03/2015 | Present |
| Apw Capital, Inc. | Rockaway | NJ | 03/2015 | 12/2025 |
1) Name:Carey Consulting Wealth Management, Inc., Investment related:, Address:2819 CROW CANYON RD, SUITE 101, SAN RAMON, CA, 94583, Nature of the other business: Investment Management and financial advice, Title/Position: President, Start date of your relationship: 03/15/2015, Approximate number of hours/month you devote to the other business:80, Describe your duties: Investment Management and financial advice 2) CAREY WEALTH MANAGEMENT, Investment related:Yes, 2819 CROW CANYON ROAD, #101, San Ramon, California, 94583, Carey Wealth Management is a DBA for Carey Consulting Wealth Management , PRESIDENT, 09/11/2015, 95%, ADVISER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-04 |
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