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2110 S Bascom Ave Suite 103, Campbell, CA 95008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-23 |
Branch Locations
2110 S Bascom Ave Suite 103, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hickok Tax | San Jose | CA | 11/2021 | Present |
| Self Employed - Consultant | San Jose | CA | 04/2014 | Present |
| Chase | San Jose | CA | 08/2020 | 02/2023 |
| Wells Fargo | San Jose | CA | 07/2019 | 08/2020 |
| Bank Of America | Palo Alto | CA | 02/2019 | 07/2019 |
| Codex Lending | Campbell | CA | 06/2016 | 02/2019 |
| Hickok Advisory, Llc | San Jose | CA | 07/2026 | Present |
| Independent Licensed Agent | San Jose | CA | 12/2015 | Present |
1) Hickok Tax; not inv. rel.; San Jose, CA; Tax Advisory/Preparation; Vice President; 11/2021; approx. 75% of time. 2) Independent Real Estate Agent; not inv. rel.; San Jose, CA; Real Estate; Real Estate Agent; 12/2015; Not currently active in this industry. 3) Self-Employed Business Consultant; not inv. rel.; San Jose, CA; Project Management Consultant; 04/2014; Less than 1% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-03 |
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