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120 Church Street, Santa Cruz, CA 95060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-29 |
| CA | RA | APPROVED | 2017-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wildflower Financial Llc | Santa Cruz | CA | 06/2017 | Present |
| Natural Bridges Financial Advisors | Santa Cruz | CA | 09/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-10 |
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