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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-06 |
Branch Locations
2901 Douglas Blvd Suite 250, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Maeteo | CA | 08/2016 | 09/2018 |
| Alliant Credit Union | San Maeteo | CA | 08/2016 | 09/2018 |
| Edelman Financial Engines | Santa Clara | CA | 09/2024 | Present |
| Unemployed | Lincoln | CA | 09/2018 | 09/2024 |
1) St Albans Country Day School; INVESTMENT RELATED: No; ADDRESS: 2312 Vernon St, Roseville, CA 95678; NATURE: Private school with grade ranges from pre-K through 8th grade.; POSITION: Executive Board Member; START DATE: 06/04/2026; NUMBER OF HOURS/MONTH: 04 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: St. Albans Country Day School is a fully-accredited, independent, non-religious private school for pre-kindergarten through eighth grade students located in Roseville, California. St. Albans’ main governing body is the Executive Board. The Executive Board is comprised of parents who volunteer their time and their primary responsibilities include the fiduciary integrity of the school, the formation and implementation of the master plan, and the hiring and support of the Head of School. They also approve the school budget, establish tuition and fees, approve all major repairs and purchases, and allocate the necessary funds to make sure that the Head of School and faculty have the needed resources to deliver all aspects of the top-notch curriculum.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-21 |
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