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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
1025 Alameda De Las Pulgas Suite 102, Belmont, CA 94002 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Carlos | CA | 10/2001 | 01/2018 |
| Ma Private Wealth | San Carlos | CA | 01/2018 | 08/2022 |
| Certus Wealth Management, Llc | Belmont | CA | 04/2022 | 01/2026 |
| Farther | Belmont | CA | 09/2025 | Present |
2/5/24 - Valliente Orchard LLC, Investment Related; Limited Partner, illiquid investment and passive investor; no time spent on entity during business hours 2/5/24 - Green Coffee Company, Investment Related; Limited Partner, illiquid investment and passive investor; no time spent on entity during business hours 2/5/24 - Burnett River Citrus Orchards-Australia Citrus Group, Investment Related; Limited Partner, illiquid investment and passive investor; no time spent on entity during business hours 3/19/19- Ofek P10, LLCO, Investment Related; Limited Partner, illiquid investment and passive investor; no time spent on entity during business hours. 11/16/17-Rental Property Owner; Investment Related; 417 Fremont Ave NW, Grand Rapids, MI 49504; no time spent on entity during business hours 2/28/17- Rental Property Owner; Investment Related; 707 6th St NW, Grand Rapids, MI 49504; no time spent on entity during business hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-13 |
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