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164 Maple St. Suite 1, Auburn, CA 95603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Black Productions | Lincoln | CA | 09/2011 | 12/2016 |
| Oracle America | Rocklin | CA | 12/2015 | Present |
| Hbw Advisory Services Llc | Simi Valley | CA | 02/2021 | 02/2025 |
| The Pointe Church | Antelope | CA | 01/2022 | Present |
| Hudson Financial Services, Inc. Dba Vantage Financial Group | Auburn | CA | 02/2025 | Present |
(1)Oracle America; No; Rocklin, CA; Principal Business Analyst; 12/2015; 80/ HRS MO; 80/ HRS MO; SUPPORT GLOBAL PROCESS OWNER, MANAGE UAT TESTING FOR SYSTEMNENHANCEMENTS, STREAMLINE AND IMPOROVE GLOBAL PROCESSES (2)The Pointe Church; No; Antelope, CA; Associate Professionals Pastor; 1/2022; 25/ HRS MO; 0/ HRS MO; -PREACH, LEAD A SMALL GROUP AND ASSIST WITH LEADERSHIP DECISIONS (3) 2/2024 -ENCORESTATE PLANNING, ASSIST IN CREATION OF TRUSTS FOR CLIENTS, TRUST SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-16 |
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