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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-11 |
Branch Locations
39899 Balentine Drive Suite 200, Newark, CA 94560 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Griffin Black, Inc. | Redwood City | CA | 09/2015 | 02/2018 |
| Abundance Wealth Planning, Llc | Newark | CA | 03/2018 | 06/2023 |
| Golden Gate University | San Francisco | CA | 01/2021 | Present |
| Family Wealth Consultants, Inc. | San Jose | CA | 02/2021 | 06/2021 |
| Financial Life Focus, Llc | Newark | CA | 07/2023 | Present |
| Farther Finance Advisors | Newark | CA | 06/2024 | Present |
| Abundance Wealth Planning, Llc | Newark | CA | 03/2018 | 06/2023 |
1.) Golden Gate University; Non-investment related; 536 Mission Street, San Francisco, CA. 94105; University; Adjunct Professor; Starting 1/2021; approximately 10 hours a month. Duties: teaching students. 2.) Abundance Life Planning; Non-investment related; online; Title: Founder; Starting 7/2022; approximately 5-10 hours a month. Duties: coashing, teaching in workshops.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-11 |
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