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Granite Bay, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 360Dividends | San Jose | CA | 06/2014 | Present |
| Whitehat Security | San Jose | CA | 07/2016 | 07/2021 |
| Trustedsite Security | San Jose | CA | 08/2021 | 09/2023 |
| Plextrac | Granite Bay | CA | 09/2023 | Present |
2013-PRESENT: 360TAX & ACCOUNTING/NOT INVESTMENT RELATED/Granite Bay, CA/TAX & ACCOUNTING SERVICES/OWNER/MAY INVOLVE UP TO 10% TIME EACH MONTH OUTSIDE BUSINESS HOURS.// 2023-2026: PlexTrac NOT INVESTMENT RELATED/Granite Bay, CA/Sales Engineering/CyberSecurity/MAY INVOLVE UP TO 100% TIME EACH MONTH INCLUDING DURING BUSINESS HOURS.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-28 |
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