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Alexander Christopher Conaghan

Conaghan Financial Services

Dublin, CA

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Current Employers
Conaghan Financial Services

Dublin, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05

Branch Locations

Dublin, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2015 → Present
    Dublin, CA
  • 11/2017 → 01/2018
    Hickory Farms
    Pleasanton, CA
  • 01/2017 → 04/2017
    Greg Hunter Cpa And Company
    Walnut Creek, CA
  • 02/2018 → 04/2018
    Kerry Bradford Cpa
    Menlo Park, CA
  • 10/2018 → 12/2018
    Hickory Farms
    Pleasanton, CA
  • 01/2019 → 04/2019
    Truenote Investment Advisors
    Walnut Creek, CA
  • 01/2020 → Present
    Strand Boyce O'SHaughnessy Cpas
    Pleasant Hill, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-17
  • S65 Uniform Investment Adviser Law Examination
    2014-04-17

View on SEC IAPD

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