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1225 Solano Avenue Suite A, Albany, CA 94706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1225 Solano Avenue Suite A, Albany, CA 94706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transformative Wealth Management Llc | El Cerrito | CA | 04/2016 | 06/2019 |
| North Berkeley Investment Partners | Berkeley | CA | 06/2019 | 11/2021 |
| Farm Girl Capital, Llc | Albany | CA | 05/2021 | Present |
1) Healing Tide; Board Member - Member At Large; Investment Related: No; 2039 Kala Bagai Way #505, Berkeley, California 94704; Healing Tide Is An Eco-Wellness, Eco-Experience Company Devoted To The Interconnection Of Health And Environment That Offers Immersive Hands-On Classes Guided By Experts In Gorgeous Eco-Rich Locations. Healing Tide Is A 501(C)(3) Non-Profit That Seeks To Live In Harmony With The Earth, While We Explore Traveling From A Sustainable Lens.; Support The Executive Director And Vision Of The Organization; Start Date 2021-12-13; Hours Devoted To Business During Trading Hours: 1; Hours Devoted To Business Outside Trading Hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 2004-06-28 |
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