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Petaluma, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Francisco Wealth Planning Llc | San Francisco | CA | 02/2018 | Present |
| Port Of San Francisco | San Francisco | CA | 04/2016 | 10/2020 |
| Matthias Photography | San Francisco | CA | 03/2009 | 02/2019 |
| Planning & Financial Advisors | Petaluma | CA | 01/2023 | 01/2023 |
| Lpl Financial Llc | Petaluma | CA | 01/2023 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-22 |
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