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1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-06-29 |
Branch Locations
1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
Paso Robles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Bell Capital Llc | Los Altos | CA | 06/2016 | Present |
BURR PILGER MAYER, INC., NOT INVESTMENT RELATED. 600 CALIFORNIA STREET, SUITE 600, SAN FRANCISCO, CA 94108. ACCOUNTANTS. PRIVATE CLIENT SERVICES, RETIREMENT PLAN SPECIALIST. START 07/2014. APPROX. 80 HOURS/MONTH, 4 HOURS/TRADING HOURS. CONSULTING ON RETIREMENT PLAN ACCOUNTING ISSUES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-16 |
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