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750 Menlo Avenue Suite 250, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-07-21 |
Branch Locations
750 Menlo Avenue Suite 250, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Peak Financial | Palo Alto | CA | 03/2015 | Present |
| Inspeed Networks | Mountain View | CA | 02/2016 | 01/2019 |
2019-Present: Enrolled Agent for Oak Peak Financial/Not Investment Related/Palo Alto, CA/IRS Enrolled Agent/Tax Preparation/Involves up to 30% time each month, including during traditional business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-08 |
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