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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-18 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Snowflake, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Healthcare Regional Medical Center | Snow Low | AZ | 04/2016 | 10/2017 |
| Deloitte | Phoenix | AZ | 10/2017 | 05/2018 |
| Summit Healthcare Regional Medical Center | Snow Low | AZ | 05/2018 | 07/2021 |
| Allied Anesthesia | Orange | CA | 07/2021 | 02/2022 |
| Dustin Richards Cpa | Snowflake | AZ | 02/2022 | Present |
| Summit Global Investments | Bountiful | UT | 09/2023 | 12/2024 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 12/2024 | Present |
Dustin Richards CPA PLC; Business is not investment-related. 409 W Lobo Ln, Snowflake AZ 85937. CPA firm where I prepare tax forms, auditing and general accounting. Owner. Started in February 2019. I work full time doing 40 hrs a week or 160 hrs a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-11 |
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