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4725 First Street Suite 275, Pleasanton, CA 94566 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
4725 First Street Suite 275, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adap Tax Financial, Inc. | Pleasanton | CA | 03/2004 | Present |
| Rose International | Pleasanton | CA | 10/2016 | 11/2016 |
6/2019 - Current; Part-time instructor at UC Berkeley Extension for Personal Finance, Accounting, and Tax. Spends approximately 2 hours per week on this activity, none during trading hours.
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