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1545 Grand Avenue, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linda Osborne Cpa | San Diego | CA | 01/2003 | Present |
| Gardner Tax & Financial Llc | San Diego | CA | 04/2011 | Present |
NAME: GARDNER TAX & FINANCIAL LLC NONE INVESTMENT-RELATED. 1545 GRAND AVE, SAN DIEGO, CA 92109 NATURE: ACCOUNTING POSITION: TAX PREPARER TITLE: TAX PREPARER RELATIONSHIP: OWNER START DATE: 04/2011 HOURS/MONTH: AROUND 100 HRS. HOURS/TRADING HOURS: 3 HRS. DUTIES: PERFORMS TAX ACCOUNTING, BOOKKEEPING, TAX PREPARATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-21 |
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