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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
Branch Locations
695 E Blithedale Ave, Mill Valley, CA 94941 • United States
209 3Rd Street, San Rafael, CA 94901 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Tdameritrade, Inc | Fort Worth | TX | 06/2011 | 04/2021 |
| Unemployed | Trophy Club | TX | 04/2021 | 01/2022 |
| Fidelity Investments | Burlingame | CA | 01/2022 | 05/2024 |
| Unemployed | San Mateo | CA | 05/2024 | 08/2025 |
| Prudential | San Jose | CA | 08/2025 | 01/2026 |
| Redwood Credit Union | San Rafael | CA | 01/2026 | Present |
| Lpl Financial Llc | San Rafael | CA | 01/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Redwood Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date: 01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-18 |
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