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3721 Douglas Blvd Suite 350, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-23 |
Branch Locations
3721 Douglas Blvd Suite 350, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dca Family Office, Llc | Roseville | CA | 01/2022 | Present |
| Dca Partners, Llc | Roseville | CA | 07/2016 | 01/2022 |
JEES Holdings, LLC ("JEES"); The business was formed as a 50% / 50% partnership with two members with the intent to hold membership interest in passive, private placement investments; Located at 3721 Douglas Blvd, Suite 350., Roseville, CA, 95661; As of 10/20/24, JEES holds membership interest in two investments. I hold the position of Member and have held that position since the formation of JEES in February 2023. I devote 0-1 hours per month and negligible time during business hours to JEES. My duties relate to selecting passive, private placement investments in real estate and private equity for JEES using my personal finances to fund transactions. I do not receive any compensation in my role as Member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-11 |
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