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321 San Anselmo Ave., San Anselmo, CA 94960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-17 |
| CA | RA | APPROVED | 2017-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 08/2017 |
| Marin Bay Wealth Advisors, Llc | Sausalito | CA | 08/2017 | Present |
Cunha Intermediate School - Not investment related - 600 Church Street, Half Moon Bay, CA - Basketball Coach - Head Coach - Start date 11/4/19 - Approx 12 hours per month - 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-09 |
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