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40395 Winchester Road Suite A, Temecula, CA 92591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-26 |
| CA | RA | APPROVED | 2020-07-10 |
Branch Locations
40395 Winchester Road Suite A, Temecula, CA 92591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teamtax Professionals Inc. | Temecula | CA | 12/2006 | Present |
| Hd Vest Investment Services | Temecula | CA | 10/2009 | 11/2017 |
| D.P.L. Tax, Financial & Insurance Solutions | Temecula | CA | 08/2014 | Present |
| Team Financial Group, Llc Dba Team Wealth & Tax Advisors | Temecula | CA | 05/2020 | Present |
| Team Financial Group, Llc Dba Team Financial & Insurance Service | Temecula | CA | 05/2020 | 12/2024 |
TeamTax Professionals Inc.; 40395 WINCHESTER RD, SUITE A, TEMECULA, CA 92591; Tax Preparer;State Date 12/2006, 140 hours a week/ 80 hours a week during trading, during tax season Feb-April. 20 hours a week from May Through January, Tax Preparation. D.P.L. Tax, Financial, & Insurance Solutions; 40395 WINCHESTER RD, SUITE A, TEMECULA, CA 92591; Insurance Agent ;State Date 08/2014, 40 HR/MONTH, 40 HR/MONTH during trading, CA pass through entity for income from Team Financial Group, LLC & TeamTax Professionals, and insurance trail commissions from prior sold policies. Approximately 6 hours a month servicing existing insurance policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-04 |
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