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999 Fifth Avenue Suite 590, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-04 |
| CA | RA | APPROVED | 2025-03-24 |
| NV | RA | APPROVED | 2025-03-24 |
| OR | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
| WA | RA | APPROVED | 2025-03-24 |
Branch Locations
999 Fifth Avenue Suite 590, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shira Ridge, Wealth Management | San Rafael | CA | 08/2024 | Present |
| Break Bread Sandwhich Shop | Portland | OR | 07/2023 | 07/2024 |
| Big Brothers & Big Sisters Columbia Northwest | Portland | OR | 02/2023 | 08/2023 |
| Unemployed | Vancouver | WA | 12/2022 | 02/2023 |
| Merrell - Wolverwine Worldwide | Rockford | MI | 02/2021 | 12/2022 |
| Unemployed | Vancouver | WA | 10/2020 | 02/2021 |
| Sports Basement, Inc. | San Francisco | CA | 10/2017 | 10/2020 |
| The North Face - Vf Corp. | Alameda | CA | 08/2016 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-22 |
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