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521 N Wilma Avenue Suite C, Ripon, CA 95366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Personal Financial Management | Modesto | CA | 08/2014 | 06/2021 |
| Sierra Ocean, Llc | Ripon | CA | 06/2021 | Present |
1) INDEPENDENT INSURANCE AGENT, LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. 2) SERVE AS A LIMITED PARTNER WITH RJ SANTA MARIA, LLC., A FAMILY ENTERTAINMENT CENTER, TRAMPOLINE PARK. THIS POSITION REPRESENTS LESS THAN 10% OF TIME PER MONTH AND NONE DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-14 |
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