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4990 Speak Lane Suite 280, San Jose, CA 95118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-20 |
| CA | RA | APPROVED | 2025-09-26 |
Branch Locations
4990 Speak Lane Suite 280, San Jose, CA 95118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Presentation High School | San Jose | CA | 08/2016 | 07/2018 |
| Student | San Jose | CA | 07/2010 | 06/2020 |
| Caruso Family Financial Advisors (Cffa) Llc | San Jose | CA | 08/2020 | Present |
Model & Actress; Halvorson Model Management (HMM); Is the business investment related: No; Location of the business: 3777 Stevens Creek Boulevard Santa Clara California 95051; Description of the business: Modeling Agency; Responsibilities Duties: Model & Act; Start date with business: 2023-07-18; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 0; Front Desk & Bridal Consultant; Trudys Brides And Special Occasions; Is the business investment related: No; Location of the business: 1875 South Bascom Avenue, Suite 134 Campbell California 95008; Description of the business: Formal Dress Shop; Responsibilities Duties: Welcome Guests - Answer Questions - Assist Brides in Finding their Dress and Accessories; Start date with business: 2024-01-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 82; Percentage of total yearly compensation expected to be derived from the business: 50;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-28 |
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