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12657 Alcosta Blvd Suite 470, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-27 |
| CA | RA | APPROVED | 1998-03-09 |
Branch Locations
12657 Alcosta Blvd, Suite 470, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maloon, Powers, Pitre & Higgins, Llc Dba Cfa | San Ramon | CA | 01/1998 | Present |
| Foothill Securities, Inc. | Danville | CA | 08/2014 | 11/2016 |
| Book Sales- Mph & Jsh, Llc; | Danville | CA | 05/2013 | Present |
| Wall Street Journal (Dow Jones) | New York | CA | 01/2021 | Present |
BUSINESS OWNER, BOOK SALES ; PARTNER 50%; START DATE 5/01/2013; 5 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; BOOK SALES, AUTHOR OF STOCKS, BONDS & SOCCER MOMS, AUTHOR OF THE EVERYTHING BINDER, AUTHOR OF COLLEGE POOR NO MORE - ALL PROFITS FROM COLLEGE POOR NO MORE ARE DONATED TO COLLEGE SCHOLARSHIPS.. 2) RENTAL PROPERTIES 12/2024, 5 HRS A MONTH 3) INVESTOPEDIA COUNCIL, 7/2024, 2 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-03 |
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