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Fresno, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-19 |
| NE | RA | APPROVED | 2021-10-12 |
| CA | RA | APPROVED | 2014-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clovis Unified School District | Clovis | CA | 01/2013 | 08/2018 |
| Panoramic Financial Advice | Fresno | CA | 07/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-26 |
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