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1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-04 |
Branch Locations
1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 02/2016 | 10/2017 |
| Spg Advisors Llc | Kirkland | WA | 04/2018 | 02/2024 |
| Strategic Benefits, Inc. Dba Sound Planning Group | Kirkland | WA | 10/2017 | 02/2024 |
| Intellectus Partners, Llc | San Francisco | CA | 02/2024 | 03/2025 |
| Stevens Pass Mountain Resort, Llc | Skykomish | WA | 12/2017 | 03/2019 |
| Destination Wealth Management | Walnut Creek | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-25 |
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