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341 West First Street Suite 200, Claremont, CA 91711-4749 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-23 |
| TX | RA | APPROVED_RES | 2004-07-29 |
| CA | RA | APPROVED | 2002-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gould Asset Management Llc | Claremont | CA | 04/1999 | Present |
TRUSTEE, PITZER COLLEGE BOARD OF TRUSTEES. 4 HOURS PER WEEK. START DATE 2006.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-03-25 |
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