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925 Ygnacio Valley Rd. Ste 200, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-27 |
Branch Locations
3900 New Mall Road 3Rd Floor, Newark, CA 94560 • United States
925 Ygnacio Valley Rd. Ste 200, Walnut Creek, CA 94596 • United States
3900 Newark Mall Road, 3Rd Floor, Newark, CA 94560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-27 |
Branch Locations
3900 Newark Mall Road 3Rd Floor, Newark, CA 94560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | San Leandro | CA | 03/2006 | 06/2021 |
| Center Pillar Wealth Management | Newark | CA | 05/2021 | Present |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek | CA | 08/2026 | Present |
Independent Insurance Agent; Yes; 3900 NEW PARK MALL RD 3RD FLR; NEWARK; CA; 94560; fixed insurance sales; independent insurance agent; 3/29/2006; 10; 0; sales of fixed insurance products. Multiple rental property owner; No; 463-465 Cross Street; Napa; CA; 308 Crescent Avenue, San Francisco. Less than 2 hours a month during market and non market hours in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-13 |
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