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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| CA | RA | APPROVED | 2023-01-04 |
Branch Locations
1 Daniel Burnham Ct Apt 107, San Francisco , CA 94109 • United States
Burlingame, CA • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Saint Paul | MN | 11/2016 | 05/2017 |
| Olam Spice Vegetables | Hanford | CA | 08/2016 | 10/2016 |
| University Of Minnesota | Saint Paul | MN | 06/2017 | 12/2017 |
| University Of Florida | Gainsville | FL | 01/2018 | 12/2018 |
| Swing Education | San Francisco | CA | 01/2019 | 05/2021 |
| Lpl Financial | Los Angeles | CA | 06/2021 | 02/2022 |
| Twin Peaks Wealth Advisors, Llc | San Francisco | CA | 03/2022 | Present |
1) Self. Investment Related. 1 Daniel Burnham Ct Apt 713, San Francisco, CA 94109 - Non-Variable Insurance - Agent - Start Date: 02/14/2022 - 10 Hours Per Month/0 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-27 |
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