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1978 The Alameda, San Jose, CA 95126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-06-30 |
| NH | RA | APPROVED | 2016-06-30 |
| TX | RA | APPROVED | 2016-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ttp Investments, Inc. | San Jose | CA | 06/2016 | Present |
Business Name: The Tax Practice, Inc.; Not Investment Related; Address: 1978 The Alameda, San Jose, CA 95126; Tax Preparation Services; Position: Tax Preparer; Title: Accountant; Start Date: July 2013 Hours per month: 40 Hours During Securities Trading Hours: 1 Description of Duties: Tax preparation for clients of The Tax Practice, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-10 |
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