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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-18 |
Branch Locations
39350 Fremont Boulevard, Fremont, CA 94538 • United States
1101 South California Boulevard, Walnut Creek, CA 94596 • United States
5100 Clayton Rdc-26, Concord, CA 94521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Danville | CA | 12/2014 | 04/2021 |
| Mml Investors Services Llc | Danville | CA | 02/2015 | 04/2021 |
| Principal Life Insurance Company | Martinez | CA | 04/2021 | 12/2021 |
| Principal Securities Inc | Martinez | CA | 04/2021 | 12/2021 |
| Kestra Investment Services, Llc | San Ramon | CA | 03/2022 | 09/2024 |
| Kestra Advisory Services Llc | San Ramon | CA | 03/2022 | 09/2024 |
| Pnc Investments Llc | Fremont | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-25 |
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