Burleson & Company LLC
Legal Name: BURLESON & COMPANY, LLC
201 1ST STREET, SUITE 204, PETALUMA, CA
Full Contact Details
Burleson & Company LLC
201 1ST STREET, SUITE 204, PETALUMA, CA
707-283-0520
707-283-0524
Other Info
Burleson & Company LLC is legally known as BURLESON & COMPANY, LLC. It is a CA Limited Liability Company. This firm has 6 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 24, 2006.
Direct Owners
-
HEIDI MARIE WILSON
PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE owns more than 5% but less than 10%
-
JAMES DAVID BURLESON
PRINCIPAL/CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 5, 2019
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