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55 Independence Circle Suite 108, Chico, CA 95973 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
| CA | RA | APPROVED | 2025-04-09 |
Branch Locations
55 Independence Circle Suite 108, Chico, CA 95973 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waller Financial Coaching, Inc. | Folsom | CA | 10/2014 | Present |
I volunteer on the board of the Marshall Family Foundation. I receive no compensation for this work and do not believe it creates any conflicts of interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-01 |
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