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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
| CA | RA | APPROVED | 2018-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 10/2015 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 08/2017 |
| Techview Wealth Advisors Llc | Denair | CA | 10/2017 | Present |
| Ufuture Investment Group Bbva | Brussels | 09/2017 | 04/2019 | |
| Ufuture Llc | Menlo Park | CA | 01/2019 | 03/2020 |
| Enter Capital Group, Inc | San Francisco | CA | 06/2019 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 2015-07-31 |
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