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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-12 |
Branch Locations
Walnut Creek, CA • United States
1676 North California Boulevard Suite 119, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | San Francisco | CA | 05/2016 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 05/2016 | 12/2017 |
| Jpmorgan Securities, Llc | San Francisco | CA | 01/2018 | 10/2020 |
| 24 Hour Fitness Worldwide Inc | San Francisco | CA | 07/2017 | 03/2018 |
| Sfcasting, Modeling Agency | San Francisco | CA | 01/2010 | 11/2020 |
| Jp Morgan Chase Bank N.a. | San Francisco | CA | 01/2018 | 10/2020 |
| Fidelity Brokerage Services Llc | Torrance | CA | 11/2020 | 07/2025 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 07/2025 |
| Fidelity Personal And Workplace Advisors | Torrence | CA | 11/2020 | 03/2025 |
| Tiaa | Walnut Creek | CA | 11/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Walnut Creek | CA | 11/2025 | Present |
| Unemployed | Walnut Creek | CA | 07/2025 | 11/2025 |
Name: SFCasting Modeling Agency Position: model Nature: Modeling for various companies. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 10/01/2020 Address: 270 Sanchez St, San Francisco CA 94114, United States Description: modeling
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-21 |
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