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129 C Street, Ste 3, Davis, CA 95616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
| ID | RA | APPROVED | 2023-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Logictrader Llc | San Diego | CA | 06/2006 | 09/2023 |
| Redteal, Inc | Davis | CA | 09/2012 | Present |
| Securities America, Inc. | West Sacramento | CA | 02/2023 | 09/2023 |
| Securities America Advisors | West Sacramento | CA | 02/2023 | 09/2023 |
| Lpl Financial Llc | West Sacramento | CA | 09/2023 | 10/2023 |
| Bradford Capital Group | West Sacramento | CA | 01/2023 | 10/2023 |
| Fireclay Tile | Davis | CA | 01/2024 | Present |
1) start date: 01/2024 - VP of Engineering at Fireclay Tile, not investment-related, 40 hours a week, Lead Technology Team 2) start date 09/2009 - CEO of RedTeal, Inc., not investment-related, 5 hours a week, Provide Technology consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-09 |
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