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San Mateo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aviva Plc | York | 03/2015 | 08/2017 | |
| Stay At Home Parent | San Mateo | CA | 08/2017 | 09/2018 |
| Belgrave Square Advisors Llc | San Mateo | CA | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-11 |
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