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Danville, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Advisors | Larkspur | CA | 12/2014 | 09/2016 |
| Lincoln Financial Securities Corporation | Danville | CA | 09/2016 | 03/2023 |
| Arden Wealth Management | Danville | CA | 03/2023 | Present |
Arden Wealth Management, 254 San Rey Pl, Danville, CA Category: Insurance Investment-Related: Yes Title: agent Duties: offers disability insurance, fixed/indexed annuities and traditional life insurance products. Start Date: 9/2016 Hours per month: 5 Hours per month during trading hours: 2 Ring Foster Group, LLC, 254 San Rey Pl, Danville, CA Category: Real Estate Investment-Related: Yes Title: CFO Duties: Managing a portfolio of real estate properties Start Date: 4/16/2025 Hours per month: 4 Hours per month during trading hours: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-20 |
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