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Fremont, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gates Pass Advisors, Llc | Los Altos | CA | 01/2016 | 03/2019 |
| Baker Avenue | San Francisco | CA | 03/2019 | 03/2021 |
| Mariner Wealth Advisors | Danville | CA | 03/2021 | 10/2021 |
| Citizens Securities, Inc. | Westwood | MA | 01/2022 | 06/2024 |
| Amc Wealth Management, Llc | Chicago | IL | 11/2024 | Present |
| Unemployed | Fremont | CA | 06/2024 | 10/2024 |
| Unemployed | Fremont | CA | 11/2021 | 01/2022 |
| Saaga Wealth Planning Llc | Fremont | CA | 07/2026 | Present |
AMC WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; FREMONT, CALIFORNIA; INVESTMENT ADVISORY; INVESTMENT ADVISOR REPRESENTATIVE; 2024; NOT MORE THAN 30% OF TIME PER MONTH; INVESTMENT ADVISORY ACTIVITIES AS A REPRESENTATIVE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-07 |
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