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Lathrop, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-14 |
Branch Locations
2006 Stadium Dr Ste 103, Bozeman, MT 59715 • United States
Lathrop, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| King Financial Incorporated | Bozeman | MT | 06/2023 | Present |
| Tim Wheeler Cpa | Ripon | CA | 07/2017 | Present |
| Bill Pollard Cpa | Tracy | CA | 01/2003 | 07/2017 |
I HAVE A CPA PRACTICE AND SEVERAL EMPLOYEES. I PLAN ON KEEPING THIS BUSINESS RUNNING. I DON'T RECEIVE AND HAVE NEVER RECEIVED COMMISSIONS IN THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-29 |
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