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50 Iron Point Circle, Suite 140, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-16 |
Branch Locations
50 Iron Point Circle, Suite 140, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Afs Investment (Andrade Financial) | Orangevale | CA | 01/2023 | 05/2023 |
| T. Sharp Legacy & Wealth Counsel | Folsom | CA | 09/2022 | Present |
| California Department Of Transportation | Sacramento | CA | 09/2021 | 08/2022 |
| Tiffani S. Sharp, Attorney At Law | Sacramento | CA | 04/2004 | 09/2021 |
| T. Sharp Wealth Management, Llc | Folsom | CA | 04/2023 | Present |
T. Sharp Legacy & Wealth Counsel Not investment related 50 Iron Point Circle, Suite 140, Folsom CA, 95630 Law and Real Estate investment Attorney-at-Law, Realtor, Owner 09/2022 to Present Approximately 80 hours per month during business hours devoted to other business activities Approximately 20 hours per month during securities trading hours spend on other business activities Duties include estate planning, probate, business formation and consulting, and real property investing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-18 |
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