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635 Bryant Street #6, Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-06 |
Branch Locations
635 Bryant Street #6, Palo Alto, CA 94301 • United States
Danville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homewood Capital Management , Inc. | Danville | CA | 12/2008 | 04/2021 |
| Rebalance Llc | Palo Alto | CA | 04/2021 | Present |
Sonja is an insurance agent licensed in the state of California; not investment related; start of relationship 8/2017; she holds the license but is not actively selling insurance nor collecting any revenue from past insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-07 |
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