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85 Willow Road, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-13 |
| FL | RA | APPROVED | 2026-01-13 |
Branch Locations
Safety Harbor, FL • United States
85 Willow Road, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2011 | 12/2019 |
| M Holdings Securities, Inc. | Portland | OR | 12/2019 | 05/2023 |
| M Financial Securities Marketing, Inc. | Portland | OR | 07/2021 | 05/2023 |
| M Financial Asset Management, Inc. | Portland | OR | 07/2021 | 05/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2023 | 06/2024 |
| Realta Equities, Inc. | Wilmington | DE | 06/2024 | 05/2025 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 06/2024 | 05/2025 |
| Robinhood Markets, Inc. | Menlo Park | CA | 05/2025 | Present |
| Robinhood Asset Management, Llc | Menlo Park | CA | 10/2025 | Present |
(1) INSURANCE SALES; SANTEE, CA; SELLING INSURANCE; COMMISSIONS; LESS THAN 5 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. (2) MODEL/ACTRESS; SANTEE, CA; NOT INVESTMENT RELATED; MODEL/ACTRESS MIXED MEDIA, PICTURES, VIDEOS, ETC.; CASH, PRODUCTS, TRIPS, ETC.; 0-5 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. (3) Real Estate Rental Income; renting out my townhouse for rental income;moving to FL so renting out CA townhouse. (4) Beacon Strategies, LLC, Advisory Council Member; a member of the Beacon Providers Network advisory council. Provide insights related to wealth management firms on tools and resources available in the space. attendance at roundtables.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-22 |
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