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100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-03 |
Branch Locations
100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities Inc/Great-West Life & Ann Ins Co | San Bruno | CA | 09/2010 | 04/2020 |
| Unemployed | San Francisco | CA | 05/2020 | 04/2021 |
| Equitable Advisors, Llc | New York | NY | 04/2021 | 02/2026 |
| Blair Martin, Equitable Advisors, Llc | San Rafael | CA | 04/2021 | 03/2026 |
| Stonebridge Financial Group, Llc | San Rafael | CA | 03/2026 | Present |
Owner of various rental properties. Does not interfere with activities as COO/Investment Advisor Representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-15 |
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