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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-13 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Antioch Veterinary Hospital | Antioch | CA | 04/2016 | Present |
| Us Army Reserve | Sacramento | CA | 05/2001 | 12/2023 |
| Vincere Wealth Management, Llc | Brentwood | CA | 11/2021 | 10/2024 |
| Lifeworks Advisors, Llc | Brentwood | CA | 05/2024 | Present |
1) The name of the other business ANTIOCH VETERINARY HOSPITAL; Whether the business is investment-related NO; The address of the other business 5151 DEER VALLEY RD ANTIOCH, CA 94531; The nature of the other business VETERINARY HOSPITAL; Your position/title ASSOCIATE VETERINARIAN; The start date of your relationship APRIL 25, 2016; The approximate number of hours/month you devote to the other business 7 HOURS PER WEEK; The number of hours you devote to the other business during securities trading hours 4 HOURS PER WEEK; Briefly describe your duties relating to the other business. PRIMARY CARE VETERINARY ACTIVITIES (SURGERY, APPTS, ETC)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-18 |
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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