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195 Highway 50 Ste 205, Zephyr Cove, NV 89448 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| MA | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED | 2023-01-05 |
| NY | RA | APPROVED | 2023-01-04 |
Branch Locations
195 Highway 50 Ste 205, Zephyr Cove, NV 89448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 02/2014 | 04/2022 |
| Wealth In Yourself | South Lake Tahoe | CA | 04/2022 | Present |
| Strategic Advisers Llc | Charlotte | NC | 09/2015 | 07/2018 |
| Golden Gate University | San Francisco | CA | 01/2023 | Present |
| Ca Homes In The Pines Llc | Sacramento | CA | 10/2020 | Present |
| Advisorpedia | Pollock Pines | CA | 01/2023 | 12/2024 |
| Lend Edu | Pollock Pines | CA | 01/2023 | 12/2024 |
Name of outside business: CA Homes In The Pines LLC; Is the business investment related: Yes; Location of the business: Sacramento, California Description of the business: Real Estate Investment Position Title: Managing Member Description: I own rental real estate that I rent out for additional income Start date with business: 10/2020 Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4. Name of outside business: Golden Gate University; Is the business investment related: No; Location of the business: 536 Mission St San Francisco California 94105 United States; Description of the business: A university; Position Title: Adjunct Professor Responsibilities Duties: Responsible for helping to facilitate courses at GGU specific to finance/financial life planning; Start date with business: 2023-01-09; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-22 |
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