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1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED_RES | 2026-06-12 |
Branch Locations
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • 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 |
|---|---|---|---|---|
| Tiaa | Radnor | PA | 12/2015 | 08/2020 |
| Clarfeld Financial Advisors | Tarrytown | NY | 08/2020 | 04/2021 |
| Citizens Bank | Fort Washington | PA | 08/2020 | 04/2021 |
| Facet Wealth | Baltimore | MD | 05/2021 | 06/2026 |
| Newretirement Advisors Llc D/B/A Boldin Advisors | Downingtown | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-08 |
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