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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-12 |
Branch Locations
Corte Madera, CA • United States
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Jose | CA | 07/2020 | 02/2024 |
| World Financial Group, Ia | San Jose | CA | 06/2015 | 02/2024 |
| Momentum For Mental Health | San Jose | CA | 06/2014 | 09/2016 |
| One Hundred Consulting Llc | Oakland | CA | 01/2021 | 06/2025 |
| Lucky Devil Brewery | Oakland | CA | 04/2022 | 02/2024 |
| Lspn Pro, Llc | Lindon | UT | 11/2022 | 06/2024 |
| Rover | Oakland | CA | 10/2023 | 06/2025 |
| Lpl Financial Llc | San Rafael | CA | 07/2024 | 06/2025 |
| Missionsquare Investment Services | Washington | DC | 06/2025 | Present |
| Missionsquare Retirement | Washington | DC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-15 |
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