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1600 S Main St. Suite 195, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-04-11 |
Branch Locations
1600 S Main St. Suite 195, Walnut Creek, CA 94596 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sf Sentry Securities, Inc. | San Francisco | CA | 04/2011 | 04/2018 |
| San Francisco Sentry Investment Group | San Francisco | CA | 04/2011 | 04/2018 |
| Garrison Point Advisors, Llc | Walnut Creek | CA | 04/2018 | Present |
NAME OF OTHER BUSINESS: Insurance Agent, INVESTMENT-RELATED (Y/N): N, ADDRESS: 1277 Treat Blvd., Suite 950 Walnut Creek, CA 94597, NATURE: Insurance POSTION, TITLE OR RELATIONSHIP: FINANCIAL ADVISOR START DATE: 04/2016 # OF HRS/MTH: 4 # OF HRS/MTH DURING TRADING HRS: 4 DUTIES: Sell Fixed Life, Fixed Annuities, Disability and Long Term Care.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-02 |
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