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Isleton, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED_RES | 2024-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ceridian | Minneapolis | MN | 09/2008 | Present |
| Wolfson Wealth Management | Isleton | CA | 05/2011 | Present |
| Delta Brokers | Isleton | CA | 01/2012 | Present |
CERIDIAN, 3311 E. OLD SHAKOPPEE RD. MINNEAPOLIS, MN, NON-INVESTMENT RELATED. SOLUTIONS CONSULTANT. HR,PAYROLL,TAX FILING. 09/2008 TO PRESENT, 173 HRS/MONTH. DUTIES INCLUDE TRADE SHOWS, CUSTOMER DEMO, TRAINING AND CONSULTING. DELTA BROKERS; NOT INVESTMENT RELATED; 111 Oxbow Marina Drive Isleton, CA 95641; REAL ESTATE; BROKER; 01/2012;4HRS PER MONTH; NO HOURS DURING SECURITIES TRADING HOURS; REAL ESTATE BROKER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-02 |
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