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Brentwood, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-01 |
Branch Locations
Brentwood, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 01/2020 | 06/2021 |
| Windsor Manor Apartments | Rexburg | ID | 09/2018 | 11/2019 |
| Thomas Doll | Walnut Creek | CA | 01/2016 | 06/2018 |
| Brigham Young University Idaho | Rexburg | ID | 02/2017 | 12/2017 |
| Fisher Investments | Tampa | FL | 06/2021 | 08/2023 |
| Mercer Advisors | Concord | CA | 03/2024 | 09/2024 |
| Insight Capital Management | San Ramon | CA | 08/2023 | 03/2024 |
| Blodgett Wealth Advisors, Llc | Brentwood | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-21 |
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