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1475 Saratoga Avenue Suite 200, San Jose, CA 95129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED | 2024-09-25 |
Branch Locations
1475 Saratoga Avenue Suite 200, San Jose, CA 95129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2004 | 07/2017 |
| Betterwealth Llc | San Jose | CA | 07/2017 | Present |
Los Gatos Union School District: Trustee; non-investment-related; Start date: 12/19/2024; Provides governance and oversight of the School District, including hiring, supervising and evaluating the Superintendent; Approx 8hrs/mo during trading hours. Rental property management/oversight; Not investment-related; Multiple physical locations; Start date: 3/1/2013; Owner; Approx 4hrs/mo during trading hours; Property maintenance, review bank statements, correspond with property managers regarding tenants, taxes, repairs and deposits
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-26 |
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