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Current Employers
Twin Peaks Wealth Advisors

San Francisco, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-22
CA RA APPROVED 2023-08-12
  • TX RA
    APPROVED
    Since 2025-07-22
  • CA RA
    APPROVED
    Since 2023-08-12

Branch Locations

Los Angeles, CA • United States

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Jannusan 01/2013 08/2019
University Of California Berkeley Berkeley CA 08/2019 05/2023
University Of California Berkeley Berkeley CA 08/2019 02/2020
Twin Peaks Wealth Advisors Burlingame CA 08/2021 08/2023
University Of California Berkeley Berkeley CA 08/2021 01/2023
Twin Peaks Wealth Advisors San Francisco CA 08/2023 Present
  • 01/2013 → 08/2019
    Unemployed
    Jannusan
  • 08/2019 → 05/2023
    University Of California Berkeley
    Berkeley, CA
  • 08/2019 → 02/2020
    University Of California Berkeley
    Berkeley, CA
  • 08/2021 → 08/2023
    Burlingame, CA
  • 08/2021 → 01/2023
    University Of California Berkeley
    Berkeley, CA
  • 08/2023 → Present
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-11
  • S65 Uniform Investment Adviser Law Examination
    2023-08-11

View on SEC IAPD

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