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2440 Bert Drive Building 200, Suite 204, Hollister, CA 95023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-08 |
| CA | RA | APPROVED | 2014-06-03 |
Branch Locations
2440 Bert Drive Building 200, Suite 204, Hollister, CA 95023 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Advisory Group | Burlingame | CA | 02/2011 | Present |
(1) Educated Blonde - Online instructional videos for hair care - 16 hours per month (2) FERS Blueprint, Moderator for Federal employee benefits training online instructional video program, not investment related, 16 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-02 |
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