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950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-12 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
11601 Wilshire Blvd Suite 460, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Rochdale | Los Angeles | CA | 10/2019 | Present |
| Whittier Trust Company | Los Angeles | CA | 07/2018 | 09/2019 |
| Student | Boulder | CO | 08/2010 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-03 |
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