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16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2021-11-02 |
Branch Locations
16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vista Wealth Management, Llc | East Palo Alto | CA | 05/2012 | 02/2017 |
| Libra Wealth Llc | San Francisco | CA | 03/2017 | Present |
| Chamberlain Financial Planning & Wealth Management | Santa Cruz | CA | 01/2018 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-30 |
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