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Current Employers
Relevant Wealth Advisors, Llc

2 Belvedere Place Ste 200, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2003-12-15
  • CA RA
    APPROVED
    Since 2003-12-15

Branch Locations

2 Belvedere Place Ste 200, Mill Valley, CA 94941 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Collins & Co. Larkspur CA 03/1999 Present
  • 03/1999 → Present
    Collins & Co.
    Larkspur, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-15
S63 Uniform Securities Agent State Law Examination 1998-03-02
  • S65 Uniform Investment Adviser Law Examination
    2000-11-15
  • S63 Uniform Securities Agent State Law Examination
    1998-03-02
Designations

View on SEC IAPD

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