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6101 Bollinger Canyon Rd Suite 328, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-02-01 |
Branch Locations
6101 Bollinger Canyon Rd Suite 328, San Ramon, CA 94583 • United States
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 |
|---|---|---|---|---|
| Edmd | San Ramon | CA | 12/2004 | Present |
| American Investors Company | San Ramon | CA | 02/2005 | 12/2020 |
| Edmd Financial Strategies, Llc | San Ramon | CA | 03/2010 | Present |
1)EDMD-OWNER. 6101 Bollinger Canyon, Ste 328, SAN RAMON, CA 94583. START DATE 12/04, NOT INVESTMENT RELATED. EDMD HELPS FAMILIES WITH EDUCATION FUNDING STRATEGIES. WE ACCOMPLISH THIS BY HELPING FAMILIES UNDERSTAND THE FINANCIAL AID PROCESS AND ASSIST THEM WITH COMPLETING THE NECESSARY COLLEGE FORMS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2010-05-10 |
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