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829 Emerson St, Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-10 |
| AK | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED_RES | 2021-02-25 |
| CA | RA | APPROVED | 2020-12-09 |
| WA | RA | APPROVED | 2020-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2018 | 09/2020 |
| Liberty Mutual Group | Boston | MA | 12/2014 | 03/2018 |
| Radiant Wealth Planning, Llc | Palo Alto | CA | 10/2020 | Present |
Randa Hoffman spends 20 hours per month at RADIANT Tax Services, LLC and is the CEO and tax preparer. She holds a Enrolled Agent (EA) designation. Time spent at RADIANT Tax Services, LLC does not pose a conflict of interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
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