0001782739-23-000003.txt : 20230426
0001782739-23-000003.hdr.sgml : 20230426
20230426090859
ACCESSION NUMBER: 0001782739-23-000003
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
DAVIES,DAVID,JOHN,
FILED AS OF DATE: 20230425
DATE AS OF CHANGE: 20230426
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05549
FILM NUMBER: 23847024
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/A
1
primary_doc.xml
MA-I/A
0001782739
XXXXXXXX
David Davies
9512955851
ddavies@willdan.com
rsmith@willdan.com
N
0001782739-22-000006
N
David
John
Davies
N
1
0001782739
Willdan Financial Services
10-10-2005
N
867-02474
LOCATED
SUPERVISED
10-10-2005
27368 VIA INDUSTRIA, SUITE 200
TEMECULA
CA
92590
10-2005
Willdan Financial Services
Temecula
CA
92590
Y
N
Assistant Director
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
04-25-2023
Mark Risco
Chief Compliance Officer