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Solvang, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synchronous Wealth Advisors Llc | Manhattan Beach | CA | 01/2022 | Present |
| Allmon, Dibernardo & Associates Cpas | Manhattan Beach | CA | 02/2020 | Present |
| Dibernardo & Company, P.C. | Manhattan Beach | CA | 06/2018 | Present |
| Dibernardo & Farfan Llp | San Pedro | CA | 12/2017 | 05/2018 |
| Whittaker & Company | Seal Beach | CA | 01/2016 | 11/2017 |
| Pricewaterhousecoopers, Llp | Los Angeles | CA | 09/2013 | 10/2017 |
1) DiBernardo & Company. Not Investment related. Manhattan Beach, California. CPAs and Wealth Strategists. Partner. February 2020. 180 hours/month. Accounting and wealth management. 2) Allmon, DiBernardo & Associates. Not Investment related. San Pedro, California. CPAs and Wealth Strategists. Partner. May 2016. 180 hours/month. Accounting, tax planning and wealth management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
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