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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
422 Petaluma Blvd N, Petaluma, CA 94952 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clock Tower Wealth Management Inc. | Petaluma | CA | 06/2023 | Present |
| Mackay Dressler Law, Apc | Petaluma | CA | 08/2017 | Present |
| Self-Employed | Forest Knolls And Petaluma | CA | 07/2009 | 08/2017 |
| Law Office Of Stephen Healy | Petaluma | CA | 03/2016 | 09/2016 |
| Integrity Advisory Solutions | Petaluma | CA | 01/2025 | Present |
1. American Academy Wealth; Investment related; 755 Baywood Drive, 2nd Floor, Petaluma, CA 94954; DBA for securities business; IAR; 01/09/2024; 4 hours per month; 4 hours during trading hours; Manage investments for clients. 2. Mackay Dressler Law Firm; Not investment related; 755 Baywood Drive, 2nd Floor, Petaluma, CA 94954; Estate Planning Law Practice; Attorney/Partner; 08/07/2017; 180 hours per month; 130 hours during trading hours; Meet with clients, prepare and review estate plans, manage staff, manage trust administration and probate cases. 3. American Academy of Estate Planning Attorneys; Not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Estate Planning attorney membership organization; Attorney/Member; 08/07/2017; 5 hours per month; 1 hours during trading hours; Complete continuing education & receive coaching, practice support, software, and education. 4. Clock Tower Wealth Management; Investment related; 755 Baywood Drive, 2nd Floor, Petaluma, CA 94954; DBA for securities business; IAR/Owner; 06/30/2024; 8 hours per month; 8 hours during securities trading hours; Meet with investment clients. DBA for securities business. 5. Village Network of Petaluma; Not investment related; 410 D Street Petaluma, CA 94952; Local nonprofit for seniors; Board of Director; Chair of Governance Committee; 03/01/2022; 4 hours per month; 1 hour during securities trading hours; Attend monthly board meetings and occasional committee meetings. Speak on topic of estate planning at the organization's events. 6. Petaluma Chamber of Commerce; Not investment related; 6 Petaluma Blvd N B-11 Petaluma. CA 94952; Women in Business Committee; Committee Member; 08/01/2020; 4 hours per month; 2.5 hours during securities trading hours; Assist with hosting monthly networking meetings and social events for local women business owners and other professionals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-25 |
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