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1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-07 |
Branch Locations
1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concentric | Walnut Creek | CA | 01/2024 | 07/2025 |
| Canterbury Consulting | Newport Beach | CA | 01/2023 | 12/2023 |
| California Pizza Kitchen | Irvine | CA | 10/2022 | 12/2022 |
| Lennar Corporation | Irvine | CA | 06/2022 | 08/2022 |
| California State University Long Beach | Long Beach | CA | 08/2021 | 07/2023 |
| In-N-Out Burger | Tustin | CA | 06/2019 | 05/2022 |
| Irvine Valley College | Irvine | CA | 08/2017 | 05/2021 |
| Arnold O. Beckman High School | Irvine | CA | 08/2017 | 05/2021 |
| Ilead Charter School | Costa Mesa | CA | 02/2014 | 06/2017 |
| Concentric | Walnut Creek | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
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