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State adviser firm research

PIVOTAL WEALTH AND TAX

PIVOTAL WEALTH AND TAX LLC

Firm CRD 321023

This profile contains the cited IAPD state-registration observations. SEC registration, Form ADV details, disclosures, and principal office are not established by these rows.

State adviser registrations reported by IAPD

These are state registration observations for firm CRD 321023, not SEC registration, approval, endorsement, or a finding about the firm's quality. This source does not supply a principal office for this profile.

  • CA · Reported as state-registered

    Registration date: 2025-01-27

    IAPD firm-state release IA_FIRM_STATE_Feed_09_30_2026; retrieved 2026-09-30.

    Official IAPD source file