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11501 Dublin Blvd. Suite 316, Dublin, CA 94568 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-10 |
Branch Locations
11501 Dublin Blvd. Suite 316, Dublin, CA 94568 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marathon Retirement Planning | Dublin | CA | 10/2021 | Present |
| Armanino Llp | San Ramon | CA | 11/1998 | 12/2024 |
| Db Enterprises Llc | San Diego | CA | 06/2021 | Present |
Armanino LLP, not investment related, San Ramon, CA, CPA firm since May 2005, 50 hrs/wk. during trading hours, partner in CPA firm responsible for operations of audit practice; DB Enterprises LLC, sole member of LLC, not investment related, San Diego, CA, holds personal assets and minor accounting consulting work, 2 hrs/week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-10 |
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
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