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12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1998-07-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joel Knight Tax & Business Services/Joel Knight, Inc. | Monterey | CA | 10/1978 | Present |
| American Investors Company | San Ramon | CA | 10/1990 | Present |
| American Investors Company | San Ramon | CA | 07/1998 | Present |
| Joel B. Knight | Monterey | CA | 01/1991 | Present |
1) JOEL KNIGHT TAX & BUSINESS SERVICES/JOEL KNIGHT INC.; NOT INVESTMENT-RELATED; 9825 BLUE LARKSPUR LANE, MONTEREY, CA 93940; BOOKKEEPING/TAX PREP.; OFFICER/PRESIDENT; START DATE 10/1978; OVER 160 HOURS/MONTH DEVOTED TO THIS BUSINESS; OVER 160 HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS; TAX PREP./CONSULTATION, BOOKKEEPING/PAYROLL PREP.. 2) JOEL B. KNIGHT; NOT INVESTMENT-RELATED; 9825 BLUE LARKSPUR LANE, MONTEREY, CA 93940; LIFE, ACCIDENT & HEALTH INSURANCE; INDEPENDENT INSURANCE AGENT; START DATE 1/1991; LESS THAN 1 HOUR/MONTH DEVOTED TO THIS BUSINESS; ZERO HOUR DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS; AT THE PRESENT TIME, I AM NOT ACTIVELY SELLING LIFE, ACCIDENT OR HEALTH INSURANCE; OCCASIONAL LONG-TERM CARE POLICY SALE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-21 |
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