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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
1600 South Main Street Suite 315, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Leandro | CA | 11/2012 | 11/2017 |
| Bank Of America, N.A. | San Leandro | CA | 12/2012 | 11/2017 |
| Unionbanc Investment Services Llc | Berkeley | CA | 11/2017 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 09/2021 | 04/2025 |
| Bank Of America, N.A. | Oakland | CA | 09/2021 | 04/2025 |
| Unemployed | San Francisco | CA | 04/2025 | 05/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2025 | Present |
| Cetera Investment Advisers Llc | Walnut Creek | CA | 05/2025 | Present |
1. BOARD MEMBER OF US FIJI CHAMBER OF COMMERCE; STRATEGIC PLANING, MEMBERSHIP ENGAGEMENT, EVENT PARTICIPATION, BOARD COVERNANCE, MENTORSHIP, ADVOCACY, AND COMMUNICATION; 1.8 HRS/WK 2. AMBASSADOR FOR THE SOUTH SAN FRANCISCO CHAMBER OF COMMERCE, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-24 |
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