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Windsor, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson Wealth Planning | Kailua Kona | HI | 06/2015 | 11/2016 |
| Student | Hilo | HI | 01/2015 | 05/2017 |
| Nationalplanning Corporation | Kailua Kona | HI | 06/2015 | 11/2016 |
| O-Six Impact Partners Llc | Denver | CO | 06/2023 | 01/2025 |
| Aca Global | New York | NY | 09/2022 | 05/2023 |
| Ethos Esg | Long Lake | MN | 05/2022 | 09/2022 |
| Change Finance | Longmont | CO | 01/2021 | 05/2022 |
| The Wealth Consulting Group | Las Vegas | NV | 11/2019 | 02/2021 |
| La Quinta Brewing | La Quinta | CA | 06/2019 | 09/2019 |
| Self - Yoga Instructor | Bellevue | WA | 01/2019 | Present |
| University Of Edinburgh | Edinburgh | 06/2017 | 12/2018 | |
| Natural Investments | San Francisco | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-12 |
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