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100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-02 |
Branch Locations
100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Polytechnic University | San Luis Obispo | CA | 08/2015 | 07/2017 |
| Stavros Group | Newport Beach | CA | 07/2017 | 08/2017 |
| Unemployed | Danville | CA | 08/2017 | 09/2017 |
| Muscle Milk | San Luis Obispo | CA | 09/2017 | 11/2017 |
| California Polytechnic University | San Luis Obispo | CA | 11/2017 | 04/2018 |
| Unemployed | Danville | CA | 04/2018 | 09/2018 |
| Axa-Advisors, Llc | New York | NY | 09/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2018 | 03/2026 |
| Stonebridge Financial Group, Llc | San Rafael | CA | 03/2026 | Present |
LLC for real estate invements. Does not interfere with activities as Investment Advisor Representative. Co-Trustee for Brother's special needs trust, Start Date: 05/08/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-08 |
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