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6142 Innovation Way, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hs Tax Wealth Mgmt, Llc | Carlsbad | CA | 03/2023 | Present |
| Hs Tax Cpas | Carlsbad | CA | 02/2019 | Present |
| Deloitte Tax Llp | San Diego | CA | 01/2011 | 02/2019 |
| Lead Client, Inc. | Carlsbad | CA | 08/2022 | Present |
1) HS TAX CPAS - CO-OWNER AND CPA. 02/2019 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE PROVIDING TAX SERVICES TO CLIENTS AND PROSPECTS. 50% OF TIME SPENT ON THIS ACTIVITY, DURING TRADING HOURS. 2) LEAD CLIENT, INC. - CFO. 08/2022 TO PRESENT. NOT INVESTMENT RELATED. LEAD CLIENT, INC. PROVIDES MARKETING SERVICES. DUTIES INCLUDE OVERSEEING THE FINANCES OF THE COMPANY TO INCLUDE REVIEWING FINANCIAL STATEMENTS, PROVIDING ADVICE ON FINANCIAL ASPECTS OF THE FIRM, PROVIDING MARKETING ADVICE AND NEGOTIATING DEALS WITH VENDORS. 50% OF TIME SPENT ON THIS ACTIVITY, DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-09 |
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