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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2026-01-02 |
Branch Locations
4 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 12/2000 | 03/2017 |
| Merrill Lynch | San Francisco | CA | 04/2017 | 06/2022 |
| International Assets Advisory, Llc | Orlando | FL | 06/2022 | 10/2023 |
| Rand Group Financial | San Francisco | CA | 11/2023 | Present |
| Global Assets Advisory, Llc | San Francisco | CA | 08/2022 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-01 |
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