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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-21 |
| CA | RA | APPROVED | 2023-09-29 |
Branch Locations
3515 Mount Diablo Blvd, Lafayette, CA 94549 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 08/2013 | 08/2022 |
| Bank Of America, N.A. | San Francisco | CA | 04/2014 | 08/2022 |
| Kestra Investment Services, Llc | Lafayette | CA | 08/2022 | Present |
| Kestra Advisory Services, Llc | Lafayette | CA | 08/2022 | Present |
| Golden State Equity Partners, Llc | South Coast Metro | CA | 09/2023 | Present |
Financial Advisors Research, investment related, at registered office, consulting, start date 12/5/2024, 3 hours/month, none during trading hours, product related consulting services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-07 |
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