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23272 Mill Creek Dr Ste 205, Laguna Hills, CA 92653 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-15 |
Branch Locations
23272 Mill Creek Dr Ste 205, Laguna Hills, CA 92653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Financial Advisors | Laguna Hills | CA | 01/2009 | Present |
Name of other business: McVay Tax & Financial, LLC Investment related or not: Not investment related Address of other business: 23272 Mill Creek Dr - Ste 205, Laguna Hills, CA 92653 Nature of other business: Tax return preparation, tax and general (non-investment related) financial advice to individuals, trusts and businesses Position: Partner with spouse Title: Partner Start date of other business: October 2011 Approximate hours per month devoted to other business: 140 # of hours devoted to other business during securities trading hours: 2 of 8 Other business duties: Tax return preparation & filing, non-investment related financial advisory services, administrative functions
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