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2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-19 |
Branch Locations
2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596 • United States
Mount Juliet, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navolio & Tallman Llp | Walnut Creek | CA | 02/2019 | Present |
| Sensiba | Pleasanton | CA | 03/2013 | 01/2019 |
| Navolio & Tallman Advisors Llc | Walnut Creek | CA | 02/2022 | Present |
John Kennedy is a firm administrator for Navolio & Tallman, LLP an accounting firm located in California. He began in February 2019 and devotes 40 hours per week to Navolio & Tallman, LLP, ll during securities trading hours. The address is 2121 N. California Blvd, Suite 610, Walnut Creek, CA 94596. Navolio & Tallman, LLP is not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-31 |
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