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1 Sansome Street Suite 1400-100A, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2025-10-01 |
Branch Locations
1 Sansome Street Suite 1400-100A, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | San Francisco | CA | 10/2014 | 01/2023 |
| Fidelity Investments | Walnut Creek | CA | 01/2023 | 08/2025 |
| Crest Wealth Management Llc | San Francisco | CA | 08/2025 | Present |
-insurance agent -50% ownership in a small construction company. He responsibilities include bookkeeping, finances and marketing. Approximately fifteen hours are spent on this other business activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-06 |
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