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