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950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-26 |
Branch Locations
950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | San Francisco | CA | 09/2016 | 07/2020 |
| Cetera Advisor Networks | El Segundo | CA | 10/2020 | 05/2023 |
| True Wealth Advisory Group | Walnut Creek | CA | 10/2020 | 05/2023 |
| Bailard, Inc | Foster City | CA | 07/2023 | Present |
| Deutsche Bank Securities Inc | San Francisco | CA | 10/2015 | 09/2016 |
NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: N/A ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC ; APX NUMBER OF HOURS PER WEEK: 0-1; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-03 |
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