0001782739-22-000002.txt : 20220204 0001782739-22-000002.hdr.sgml : 20220204 20220204120327 ACCESSION NUMBER: 0001782739-22-000002 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 VASQUEZ,MICHAEL,JUSTIN, FILED AS OF DATE: 20220203 DATE AS OF CHANGE: 20220204 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Willdan Financial Services CENTRAL INDEX KEY: 0001782739 IRS NUMBER: 330302345 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-05549 FILM NUMBER: 22592083 BUSINESS ADDRESS: STREET 1: 27368 VIA INDUSTRIA, SUITE 200 CITY: TEMECULA STATE: CA ZIP: 92590 BUSINESS PHONE: (951) 587-3500 MAIL ADDRESS: STREET 1: 27368 VIA INDUSTRIA, SUITE 200 CITY: TEMECULA STATE: CA ZIP: 92590 MA-I 1 primary_doc.xml MA-I 0001782739 XXXXXXXX Mark Risco 9515873500 mrisco@willdan.com rsmith@willdan.com N N Michael Justin Vasquez N 1 0001782739 Willdan Financial Services 02-03-2022 Y 867-02474 SUPERVISED 02-03-2022 27368 VIA INDUSTRIA, SUITE 200 TEMECULA CA 92590 01-2022 Willdan Financial Services Temecula CA 92592 Y N Project Manager 01-2020 01-2022 Piper Sandler & Co Phoenix AZ 85016 Y N Senior Vice President 05-2018 11-2019 RBC Capital Markets LLC Phoenix AZ 85016 Y N Director 12-2013 05-2018 Ironwood Advisors LLC Tucson AZ 85749 Y N President 12-2010 11-2013 Estrada Hinojosa & Co. Dallas TX 75201 Y N Senior Vice President N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 02-03-2022 Mark Risco Chief Compliance Officer