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1600 S Main St. Suite 195, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED | 2025-02-05 |
Branch Locations
1600 S Main St. Suite 195, Walnut Creek, CA 94596 • United States
220 Montgomery Street Suite 1850, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mill Valley | CA | 12/2014 | 04/2017 |
| Bank Of America, N.A. | Mill Valley | CA | 03/2015 | 04/2017 |
| The Humphreys Group | San Francisco | CA | 04/2017 | 01/2025 |
| Garrison Point Advisors Dba Treehouse Wealth Advisors | Walnut Creek | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-22 |
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