Timothy Alford CFP is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA Timothy Alford CFP is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Justin Patellaro CFP, CPA, CFA is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA Justin Patellaro CFP, CPA, CFA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA Justin Patellaro CFP, CPA, CFA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CA
