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161 W 25Th Avenue Suite 204, San Mateo, CA 94403-2266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-01 |
| OR | RA | APPROVED | 2024-02-01 |
Branch Locations
161 W 25Th Avenue Suite 204, San Mateo, CA 94403-2266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summitry (Formerly Golub Group) | Foster City | CA | 11/2015 | 02/2019 |
| Brickley Wealth Management | San Mateo | CA | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-01 |
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