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1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-02-17 |
| OR | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-12 |
| CA | RA | APPROVED | 2025-01-17 |
Branch Locations
1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 01/2025 |
| Health Plan Of San Joaquin | French Camp | CA | 04/2017 | 04/2018 |
| The Permente Medical Group | Roseville | CA | 01/2015 | 03/2017 |
| Destination Wealth Management | Walnut Creek | CA | 01/2025 | Present |
| Unemployed | Sacramento | CA | 04/2018 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-16 |
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