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627 Center Street, Santa Cruz, CA 95060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natural Bridges Financial Advisors, Llc | Santa Cruz | CA | 07/2017 | 01/2023 |
| Jacobs Heart | Watsonville | CA | 06/2013 | 06/2017 |
| Waypoint Wealth Partners | Mill Valley | CA | 01/2023 | 06/2025 |
| Beacon Pointe Advisors Llc | Mill Valley | CA | 07/2025 | 12/2025 |
| Natural Bridges Financial Advisors, Llc | Santa Cruz | CA | 01/2026 | Present |
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