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1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-28 |
Branch Locations
1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte Tax Llp | San Jose | CA | 08/2022 | 06/2026 |
| Burton Enright Welch | Walnut Creek | CA | 07/2026 | Present |
| Era Economics | Davis | CA | 06/2020 | 07/2022 |
| University Of California - Davis | Davis | CA | 12/2021 | 06/2022 |
| California Polytechnic State University - San Luis Obispo | San Luis Obispo | CA | 07/2019 | 09/2020 |
| California Polytechnic State University - San Luis Obispo | San Luis Obispo | CA | 07/2017 | 07/2021 |
| University Of California - Davis | Davis | CA | 07/2021 | 06/2022 |
| Las Lomas High School | Walnut Creek | CA | 08/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-09 |
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