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1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-07 |
Branch Locations
1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 02/2016 | 12/2017 |
| Bank Of America, N.A. | New York | NY | 02/2016 | 12/2017 |
| Baker Avenue Asset Management Lp | San Francisco | CA | 05/2019 | 12/2021 |
| Not Employed | Fremont | CA | 12/2017 | 05/2019 |
| Baker Avenue Asset Management Lp | San Francisco | CA | 01/2022 | 04/2026 |
| Destination Wealth Management | Walnut Creek | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-09 |
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