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4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Upstart Corp | El Segundo | CA | 10/2019 | Present |
| Tax Tech Portal Llc | Venice | CA | 02/2017 | Present |
| National Tax Experts | Glendale | CA | 01/2016 | 05/2017 |
Tax Upstart, non-investment related, El Segundo, CA, provide consulting services for tax & accounting practices (services are separate and different from AFO services, there is no overlap in clients), President, start date 10/2019, 2 hrs/mo. Tax Tech Portal, non-investment related, Venice, CA, oversees tech consulting for tax debt issues and filing (services are separate and different from AFO services, there is no overlap in clients), Managing Member, start date 02/2017, 10 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-03 |
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