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419 Grand Avenue, South San Francisco, CA 94080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
419 Grand Avenue, South San Francisco, CA 94080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ieq Capital, Llc | Foster City | CA | 01/2020 | 06/2023 |
| Fisher Investments | San Mateo | CA | 10/2018 | 12/2020 |
| C&R Tam Tax Services | South San Francisco | CA | 01/2009 | 09/2018 |
| Depaul University Office Of Student Involvement | Chicago | IL | 10/2016 | 03/2018 |
| Depaul University Office Of Student Involvement | Chicago | IL | 10/2016 | 05/2017 |
| Depaul University | Chicago | IL | 09/2014 | 03/2018 |
| Beyond Wealth Advisory Llc | S. San Francisco | CA | 06/2023 | Present |
| C&R Tam Tax Services | South San Francisco | CA | 06/2023 | Present |
EMPLOYEE: C&R TAM, TAX SERVICE; TAX PREPARATION (CPA). LOCATED IN SAN FRANCISCO, CA. EMPLOYED SINCE JANUARY 2009. THIS BUSINESS ACTIVITY TAKES APPROXIMATELY 2 HOURS PER WEEK DURING MARKET HOURS. NO INVESTMENT-RELATED SERVICES PROVIDED VIA THE CPA BUSINESS. NO MATERIAL CONFLICTS BEYOND THOSE DISCLOSED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-18 |
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