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900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-06 |
| CA | RA | APPROVED | 2025-05-16 |
Branch Locations
900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lasalle St. Securities, L.L.C. | Elmhurst | IL | 06/2013 | 05/2019 |
| Lasalle St. Investment Advisors, L.L.C. | Elmhurst | IL | 06/2013 | 05/2019 |
| Marin Wealth Advisors, Llc | San Anselmo | CA | 07/2013 | 04/2025 |
| Self Employed | Bellingham | WA | 04/2015 | 12/2023 |
| Align Financial Services | La Conner | WA | 01/2024 | Present |
| Tamalpais Asset Management, Llc | La Conner | WA | 04/2025 | Present |
1) Owner of Align Financial Services. Align is paid based on AUM at Tamalpais Asset Management. 2) rental property income from 1482 Empire Ave in Park City, UT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-02 |
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