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One Sansome Street, Suite 3500, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-15 |
Branch Locations
One Sansome Street, Suite 3500, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Walnut Creek | CA | 11/2015 | 10/2018 |
| Mml Investors Services, Llc | San Francisco | CA | 03/2017 | 10/2018 |
| Bridgelane Financial Llc | San Francisco | CA | 10/2018 | Present |
I am involved in personal real estate investments that will take over 750 hours per year to manage the portfolio starting on 1/1/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-09 |
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