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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-16 |
Branch Locations
6425 Christie Avenue Ste. 290, Emeryville, CA 94608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Francisco State University | San Francisco | CA | 06/2012 | 08/2017 |
| Park Merced | San Francisco | CA | 05/2015 | 09/2017 |
| Sfrent | San Francisco | CA | 10/2017 | 02/2018 |
| Strada Investment Group | San Francisco | CA | 02/2018 | 01/2019 |
| Robasciotti & Philipson | San Francisco | CA | 02/2019 | 10/2019 |
| Financially Brave, Llc | San Francisco | CA | 10/2019 | Present |
| Savant Investment Group, Llc | Oakland | CA | 04/2021 | 12/2021 |
| Mariner Wealth Advisors | Emeryville | CA | 12/2021 | Present |
Name of other business: Financially Brave, LLC Investment-Related Business: No Address: 233 Thrift Street, San Francisco, CA 94112 Nature of business: Personal finance education business geared to teaching beginners how to save, eliminate debt, and passively invest in the stock market. Position: Personal Finance Educator Start Date: 10/2019 Hours per month: 10 Number of hours devoted during securities trading hours: 0 Duties related to other business: Activities include speaking engagements, podcasts, interviews, coaching and social media content creation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-01 |
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