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3201 Danville Blvd Suite 275, Alamo, CA 94507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-05 |
Branch Locations
3201 Danville Blvd Suite 275, Alamo, CA 94507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Castro Valley | CA | 10/2000 | 10/2016 |
| Malakoff Wealth | Castro Valley | CA | 10/2000 | 10/2016 |
| Lodestar Private Asset Management Llc | Danville | CA | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-16 |
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