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539 Broadway Suite A, Sonoma, CA 95476 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-18 |
| CA | RA | APPROVED | 2019-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enso Wealth Management | Petaluma | CA | 08/2016 | 02/2017 |
| Enso Wealth Management, Llc | Petaluma | CA | 02/2017 | 12/2020 |
| Fermata Advisory, Llc | Sonoma | CA | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-04 |
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