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1190 Saratoga Ave., Suite 140, San Jose, CA 95129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-16 |
Branch Locations
1190 Saratoga Ave., Suite 140, San Jose, CA 95129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Capital Strategies | San Jose | CA | 03/2020 | Present |
| Academyx | Santa Clara | CA | 01/2019 | 02/2020 |
| Unemployed | Sunnyvale | CA | 01/2018 | 01/2019 |
| Innit | Redwood City | CA | 08/2017 | 12/2017 |
| Student | Sunnyvale | CA | 05/2016 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-16 |
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