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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-23 |
| CA | RA | APPROVED | 2022-07-29 |
Branch Locations
Washington, UT • United States
480 Saint John Street Suite 120, Pleasanton, CA 94566-6597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comcast | Concord | CA | 12/2015 | 01/2017 |
| Full Time Student | Rexburg | ID | 01/2017 | 08/2020 |
| Extended Study Abroad | Jerusalem | 04/2019 | 08/2019 | |
| Doordash | Fairfield | CA | 06/2020 | Present |
| Martin, Wardin & Eissner | Pleasanton | CA | 02/2021 | 01/2025 |
| Wells, Call, Clark, Bennett & Clawson | Fairfield | CA | 09/2017 | 12/2017 |
| Commonwealth Financial Network | San Diego | CA | 01/2022 | 01/2025 |
| Commonwealth Financial Network | San Diego | CA | 01/2025 | Present |
| Martin, Wardin & Eissner Financial Group | San Diego | CA | 01/2025 | Present |
1. Tax Preparation, Martin, Wardin & Eissner Financial Group; as of 02/18/2021; 15% of time spent during business hours; conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-20 |
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