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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-10 |
| ID | RA | APPROVED | 2025-06-10 |
| OR | RA | APPROVED | 2025-06-10 |
| WA | RA | APPROVED | 2025-06-10 |
Branch Locations
4660 La Jolla Village Dr. Suite 100, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial Management | Moscow | ID | 08/2020 | 06/2025 |
| Intuit, Inc | San Diego | CA | 08/2018 | 08/2020 |
| Ftd Companies | San Diego | CA | 07/2016 | 08/2018 |
| Compound Planning, Inc. | New York | NY | 06/2025 | Present |
- Development Group of Moscow - The business is related to purchasing and holding real estate, but not as an investment property. The goal is not to generate returns but to invest in the community. We do not plan to invest in any securities or purchase any other type of investments (aside from cash equivalents for funds in a bank account). - 110 S Main Street, Moscow, ID 83843 - Start date 12/6/24 - No more than 5 hours/month - Member of the LLC and am also acting as a Manager. Responsibility for opening the bank account for the LLC, paying expenses, hiring professionals like a CPA, and bringing decisions to the members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-12 |
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