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999 Fifth Ave., Suite 300, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-14 |
| CA | RA | APPROVED | 2016-02-05 |
Branch Locations
999 Fifth Ave., Suite 300, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westhill Financial Advisors, Inc. | San Rafael | CA | 06/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-05 |
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