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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-10 |
Branch Locations
580 California Street Suite 2300, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oakland | CA | 07/2017 | 02/2018 |
| Unemployed | San Francisco | CA | 08/2015 | 07/2017 |
| Stifel Nicolaus & Co Inc | San Francisco | CA | 02/2018 | 02/2019 |
| Chow Restaurant And Market | Oakland | CA | 02/2018 | 11/2018 |
| Raymond James & Associates, Inc. | San Francisco | CA | 03/2019 | 11/2020 |
| Finra | San Francisco | CA | 01/2020 | 03/2022 |
| Icapital Wealth Llc | Lafayette | CA | 11/2020 | 11/2021 |
| Cantella & Co., Inc. | Malden | MA | 12/2020 | 03/2022 |
| Icapital Wealth Llc | Walnut Creek | CA | 11/2021 | 03/2022 |
| Bay Hills Capital Management | San Francisco | CA | 03/2022 | 10/2022 |
| Unemployed | Oakland | CA | 11/2022 | 01/2023 |
| Starter Bakery | Oakland | CA | 01/2023 | 03/2023 |
| Unemployed | Oakland | CA | 03/2023 | 10/2023 |
| Oppenheimer & Co. Inc. | San Francisco | CA | 10/2023 | Present |
1.PASTRY CONSULTANT FOR RESTAURANT BUILD OUT/REMODEL, MENU PLANNING AND RECIPE TESTING. NOT INVESTMENT RELATED. ADDRESS: 833 WALKER AVE., APT. C, OAKLAND,CA 94610. HOURS: 20 HOURS/MONTH - CRISTINA_THEBAKER 2.THE ROLE IS NOT INVESTMENT RELATED. I WILL BE HANDLING ACCOUNTING AND INVOICING FOR THE REAL ESTATE AGENT/PROPERTY MANAGER. AG REALESTATE-1343 LOCUST ST. #208, WALNUT CREEK, CA 94596. I WILL BE WORKING 5 HOURS/WEEK AT MY HOME OFFICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-11-14 |
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