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Fresno, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Fresno | CA | 06/2016 | 05/2019 |
| Forterra Inc., A Subsidiary Of The Association Of Washington Bus | Bellevue | WA | 05/2019 | 12/2019 |
| Integrity Financial Corporation | Bellevue | WA | 05/2019 | 08/2020 |
| Farmtogether Inc. | San Francisco | CA | 08/2020 | 01/2023 |
| Eden Group Capital Management Llc | Snoqualmie | WA | 05/2020 | 09/2021 |
| Fractal Agriculture Inc. | San Francisco | CA | 01/2023 | 04/2025 |
| Eden Group Capital Management Llc | Snoqualmie | WA | 09/2024 | 12/2025 |
| Artizan Wealth Llc | Fresno | CA | 12/2025 | Present |
| Artizan Wealth Management Llc | Fresno | CA | 03/2026 | Present |
ARTIZAN WEALTH, LLC POSITION: Co-Founder & Principal Consultant NATURE: Provide consulting services to businesses seeking temporary assistance in the restructuring of their accounting/finance department. Services may include fulfilling department management duties on an interim basis, helping with the placement and onboarding of permanent personnel, and/or completing short-term projects. INVESTMENT RELATED: No NUMBER OF HOURS: 5 - 20 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 581 E Chesapeake Circle, Fresno CA 93730, United States DESCRIPTION: Complete a needs assessment to identify deficiencies in personnel, structure or procedures. Recommend appropriate steps to fill voids and/or restructure, offering to implement remedies on a project-basis. Fulfillment would be performed by me, or another subject matter expert that I assign and client approves.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-20 |
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