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Walnut Creek, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alwaysontax, Llc | Walnut Creek | CA | 04/2026 | Present |
| Unemployed | Walnut Creek | CA | 07/2025 | 03/2026 |
| Arteria Ai | Toronto | 04/2024 | 06/2025 | |
| Unemployed | Walnut Creek | CA | 10/2023 | 04/2024 |
| Ocrolus, Inc. | New York | NY | 06/2022 | 10/2023 |
| Informed.IQ | Tiburon | CA | 05/2021 | 05/2022 |
| Sap Concur | Bellevue | WA | 12/2016 | 04/2021 |
| Infoscout, Inc. | San Francisco | CA | 10/2014 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-01 |
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