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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-08 |
Branch Locations
441 North N Street, Tulare, CA 93274 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School | Tulare | CA | 01/2013 | 06/2019 |
| College Of The Sequoias | Visalia | CA | 07/2019 | 06/2021 |
| Fresno State | Fresno | CA | 07/2021 | 12/2023 |
| Lower Tule Irrigation District | Tipton | CA | 06/2017 | 05/2020 |
| 4 Creeks Engineering | Visalia | CA | 06/2020 | 08/2020 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 02/2023 | Present |
| Br Tax Planners | Tulare | CA | 10/2024 | Present |
1. BR Tax Planners, since 10/24/2024, CPA, TAX Preparation, Non-investment related, 1-10% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
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