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919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-06 |
Branch Locations
919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States
125 N. Raymond Ave Suite 309, Pasadena, CA 91103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Los Angeles | CA | 10/2014 | 10/2017 |
| Vantage Wealth | Pasadena | CA | 10/2017 | 02/2026 |
| Summitry, Llc | Pasadena | CA | 03/2026 | Present |
1. Community Foundation of the Verdugos; Investment related; Glendale, CA; Community Foundation; Volunteer Investment Committee Member; starting 07/2022; 1 hr/mo; no time devoted to this activity during securities trading hours; serve as a volunteer board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-28 |
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