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10001 Maine Ave, Lakeside, CA 92040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-11-29 |
| CA | RA | APPROVED | 2019-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Financial Consultants Group | San Diego | CA | 04/2017 | 02/2020 |
| Emoney Advisor | San Diego | CA | 07/2016 | 04/2017 |
| Cavu Wealth Management | San Diego | CA | 01/2019 | Present |
DenHerder & Associates Position: Financial Analyst with no ownership in the Estate Planning Firm INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITY TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 10085 Carroll Canyon Road, Suite 220, San Diego, CA 92131 DESCRIPTION: assist with financial statements, department financial analysis, payroll analysis, and process payroll Cory William DenHerder is Financial and Office Analyst at DenHerder & Associates; Is the business investment related: No; Location of the business: 10085 Carroll Canyon Road, Suite 220 San Diego CA 92131; Description of the business: Estate Planning Attorney Firm; Responsibilities Duties: Assist with financial reporting, department financial analysis, payroll analysis, and process payroll; Start date with business: 2023-12-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 60;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-25 |
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