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4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-21 |
Branch Locations
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-21 |
Branch Locations
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Van Hulzen Asset Management, Llc | El Dorado Hills | CA | 07/2012 | 07/2017 |
| Mw Investment Strategy | Sonoma | CA | 07/2022 | Present |
| Citadel Family Insurance Solutions Llc | El Dorado Hills | CA | 08/2023 | Present |
| Van Hulzen Asset Management, Llc | El Dorado Hills | CA | 07/2017 | Present |
08/2023: Citadel Family Insurance Solutions LLC, not investment related, 4370 Town Center Blvd., Suite 220, El Dorado Hills, California, 95762; Insurance; Vice President and Licensed Agent; Hours devoted during trading: As needed but minimal; Offers various insurance products. Pierce Electric LLC, 9677 Mardelle Way, Elk Grove, CA 95624, electrical contractor, non managing member/investor, 40k interest in business, 0 hours spent, compensation is ownership profits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-17 |
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