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7700 North Palm Ave. #201, Fresno, CA 93711-5780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
| CA | RA | APPROVED | 2021-05-12 |
Branch Locations
7700 North Palm Ave. #201, Fresno, CA 93711-5780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sierra Asset Management | Oakhurst | CA | 01/2012 | 01/2021 |
| Whelan Financial | Fresno | CA | 04/2021 | Present |
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