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1985 Bonifacio Street Suite 201, Concord, CA 94520 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-06 |
Branch Locations
1985 Bonifacio Street Suite 201, Concord, CA 94520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Downs & Tsuruda, Inc. | Concord | CA | 08/2020 | Present |
| Nksfb, Llc | Irvine | CA | 06/2019 | 08/2020 |
| Chapman University | Orange | CA | 01/2016 | 06/2019 |
| D & T Financial Advisors, Inc. | Concord | CA | 01/2025 | Present |
Jackson Downs & Tsuruda CPA's, 1985 Bonifacio St, Concord, CA 94520; Tax Accounting Firm, Tax Accountant; Prepare individual and entity tax returns, bookkeeping; Started 08/31/2020; 160 hours/month; 5-6 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
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