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Dublin, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conaghan Financial Services | Dublin | CA | 04/2015 | Present |
| Hickory Farms | Pleasanton | CA | 11/2017 | 01/2018 |
| Greg Hunter Cpa And Company | Walnut Creek | CA | 01/2017 | 04/2017 |
| Kerry Bradford Cpa | Menlo Park | CA | 02/2018 | 04/2018 |
| Hickory Farms | Pleasanton | CA | 10/2018 | 12/2018 |
| Truenote Investment Advisors | Walnut Creek | CA | 01/2019 | 04/2019 |
| Strand Boyce O'SHaughnessy Cpas | Pleasant Hill | CA | 01/2020 | Present |
Tax and accounting service. The business is a sole-proprietorship dba as Five Star Tax and Accounting. The goal is to unify financial services for investment clients and create efficiency.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-17 |
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