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6510 S. Millrock Dr, Holladay, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
6510 S. Millrock Dr, Holladay, UT 84121 • United States
70 Santa Felicia Drive, Goleta, CA 93117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 09/2016 | 02/2017 |
| Unemployed | Santa Barbara | CA | 05/2016 | 09/2016 |
| Walpole Financial Advisors | Goleta | CA | 03/2017 | 04/2024 |
| Walpole & Co. | Goleta | CA | 08/2017 | 04/2024 |
| Sandpiper Consulting, Inc. Dba Walpole Advisors | Goleta | CA | 04/2024 | Present |
| Platform Wealth Advisors | Goleta | CA | 04/2024 | Present |
SANDPIPER CONSULTING, INC. DBA WALPOLE ADVISORS, NON INVESTMENT RELATED, 70 SANTA FELICIA DRIVE, GOLETA, CA 93117. INDIVIDUAL TAX PREPARATION/TAX RETURN INPUT, STAFF ACCOUNTANT SINCE 4/2024, 40 HOURS DEVOTED PER WEEK, 8 HOURS PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
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