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1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-24 |
| TX | RA | APPROVED | 2025-10-24 |
Branch Locations
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Johnstown | PA | 12/2014 | 05/2024 |
| Unemployed | Johnstown | PA | 06/2024 | 09/2025 |
| Newretirement Advisors Llc Dba Boldin Advisors | Johnstown | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-12 |
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