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1901 Harrison Street Suite 1176, Oakland, CA 94612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-20 |
Branch Locations
1901 Harrison Street Suite 1176, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Oakland | CA | 07/2012 | 10/2017 |
| Marin Wealth Advisors Llc | San Rafael | CA | 08/2018 | Present |
| Unemployed | Alameda | CA | 10/2017 | 07/2018 |
| Contango Wealth Management | Oakland | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-26 |
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