0001782739-24-000003.txt : 20240125
0001782739-24-000003.hdr.sgml : 20240125
20240125082037
ACCESSION NUMBER: 0001782739-24-000003
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: CASTRO,DAWN,DENISE,
FILED AS OF DATE: 20240124
DATE AS OF CHANGE: 20240125
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Willdan Financial Services
CENTRAL INDEX KEY: 0001782739
ORGANIZATION NAME:
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: 24558646
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
Mark Risco
9515873500
mrisco@willdan.com
rsmith@willdan.com
dawn.castro@willdan.com
N
0001782739-23-000005
N
Dawn
Denise
Castro
N
1
0001782739
Willdan Financial Services
04-09-2022
N
867-02474
LOCATED
04-09-2022
1440 East Missouri Avenue, suite C170
Phoenix
AZ
85014
SUPERVISED
04-09-2022
27368 Via Industria Suite 200
Temecula
CA
92590
Dawn
Denise
Wagenschutz
Dawn
Denise
Fraedrich
04-2022
Willdan Financial Services
Temecula
CA
92590
Y
N
Principal Consultant
06-2018
04-2022
Piper Sandler & Co
Phoenix
AZ
85013
Y
Y
Senior Investment Banking Assistant
11-2016
06-2018
Stifel Nicolaus & Company
Phoenix
AZ
85016
Y
Y
Public Finance Assistant
07-2016
11-2016
RBC Talent Net
Phoenix
AZ
85016
Y
Y
Administrative Assistant (Temporary)
09-2014
07-2016
Homemaker
Avondale
AZ
85392
N
N
Homemaker
02-2000
09-2014
RBC Capital Markets LLC
Phoenix
AZ
85016
Y
Y
Senior Administrative Assistant
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
01-24-2024
Mark Risco
Chief Compliance Officer