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411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-20 |
| CA | RA | APPROVED | 2022-04-16 |
Branch Locations
411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
485 Magnolia Ave, Larkspur, CA 94939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Wealth Management | Oakland | CA | 09/2020 | Present |
| Liberty Group, Llc | Oakland | CA | 02/2020 | 09/2020 |
| Office Of Oakland Mayor | Oakland | CA | 08/2018 | 12/2018 |
| Law Offices Of Frances Prizzia | Newport Beach | CA | 03/2018 | 06/2018 |
| Council For Court Excellence | Washington | DC | 01/2018 | 04/2018 |
| Law Offices Of Hollander & Hollander | Oakland | CA | 05/2017 | 08/2017 |
| University Of California Berkeley | Berkeley | CA | 07/2015 | 05/2019 |
| Regal Wine Company | San Jose | CA | 06/2019 | 01/2020 |
Name of outside business or organization: Lifetime Marketing & Planning, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance Agent, CA Ins. Lic. #4069870 Description of outside business or organization: Investment-related, insurance sales, and services. Description of duties or responsibilities: Producer/agent soliciting, offering, and selling long-term care insurance, fixed annuities, fixed index annuities, and whole and universal life insurance. Ms. Hollander will receive separate, yet customary, commission compensation resulting from the purchase and sales of these products from the firm she is appointed and with whom she may become appointed in the future. She will also receive other compensation, including bonuses and trail commissions from the products. Start date: 10/2020 Hours devoted to OBA monthly: < 5 during trading hrs. / < 5 during non-trading hrs. Name of outside business or organization: The Clear Cut Podcast Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Host Description of outside business or organization: Investment-related and lifestyle podcast. Description of duties or responsibilities: Hosting podcast. Start date: 05/2024 Hours devoted to OBA monthly: 0 during trading hours/ 8 during non-trading hours. Clients are in no way required to utilize any Advisor Representative of LWM regarding such individual's activities outside of the firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-15 |
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