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435 Washington Street Suite A, Monterey, CA 93940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-31 |
| CA | RA | APPROVED | 2018-07-24 |
Branch Locations
435 Washington Street Suite A, Monterey, CA 93940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss Adams Wealth Advisors Llc | Santa Rosa | CA | 09/2012 | 03/2017 |
| Integris Wealth Management, Llc | Monterey | CA | 08/2017 | Present |
| Unemployed | Scotts Valley | CA | 03/2017 | 08/2017 |
a. Legal Services for Seniors (Treasurer) - 11 Thomas Owens Way, Monterey, CA 93940 - not investment related, non-profit, started 6/2022; 3 hours/month, review the organization’s financial reports monthly, host monthly committee meetings to review the organization’s financials and make once every-other-month reports to the board. b. Hospice Giving Foundation Board (member) - 80 Garden Ct #201, Monterey, CA 93940 - not investment-related, non-profit, started 7/2025; 1 hour/month, attend quarterly meetings to observe the health of the organization and provide insights, vote on various topics as necessary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-09 |
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