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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2020-01-08 |
| CA | RA | APPROVED | 2019-10-11 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
1024 Iron Point Road, Folsom, CA 95630 • United States
4 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 04/2016 | 02/2019 |
| Raymond James Financial Services, Inc | Sunnyvale | CA | 02/2019 | 05/2019 |
| Raymond James Financial Services Advisor, Inc | Sunnyvale | CA | 02/2019 | 05/2019 |
| Rental Property | Eldorado Hills | CA | 11/2004 | 08/2020 |
| Cabot Lodge Securities Llc | Mountain View | CA | 09/2019 | Present |
| Cl Wealth Management Llc | Mountain View | CA | 10/2019 | Present |
| Equilife, Llc | San Ramon | CA | 09/2021 | 03/2022 |
| Sb Advisory, Llc | Cupertino | CA | 06/2019 | 01/2020 |
| Ifs Securities | Cupertino | CA | 06/2019 | 09/2019 |
| Golden Hills Financial Group Llc | Folsom | CA | 12/2022 | Present |
Golden Hills Financial Group LLC, Investment related, Folsom, CA, for purpose of marketing and selling investments in DST Investments, President/Financial Advisor, 12/2022, 20 hours per month, 20 hours during trading hours, marketing and advising potential investors on 1031 exchanges into DST investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-18 |
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