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Andrew Michael Mendonca

D & T Financial Advisors, Inc.

Concord, CA

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Current Employers
D & T Financial Advisors, Inc.

1985 Bonifacio Street Suite 201, Concord, CA 94520 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-28
  • CA RA
    APPROVED
    Since 2026-01-28

Branch Locations

1985 Bonifacio Street Suite 201, Concord, CA 94520 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jackson Downs & Tsuruda Concord CA 09/2020 Present
Bank Of America Newport Beach CA 10/2018 09/2020
Bank Of America San Francisco CA 06/2018 09/2018
Chapman University Orange CA 08/2015 06/2018
D & T Financial Advisors, Inc. Concord CA 01/2025 Present
  • 09/2020 → Present
    Jackson Downs & Tsuruda
    Concord, CA
  • 10/2018 → 09/2020
    Bank Of America
    Newport Beach, CA
  • 06/2018 → 09/2018
    Bank Of America
    San Francisco, CA
  • 08/2015 → 06/2018
    Chapman University
    Orange, CA
  • 01/2025 → Present
    Concord, CA
Other Businesses

Jackson Downs & Tsuruda CPA's, 1985 Bonifacio St, Concord, CA 94520; Tax Accounting Firm, Tax Accountant; Prepare taxes and Accounting; Started 09/06/2020; 160 hours/month; 5-6 hours during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-05
  • S65 Uniform Investment Adviser Law Examination
    2023-12-05

View on SEC IAPD

Other Firms

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