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2700 Ygnacio Valley Road 275, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-08 |
Branch Locations
2700 Ygnacio Valley Road 275, Walnut Creek, CA 94598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pasatiempo Golf Course | Santa Cruz | CA | 04/2018 | 06/2018 |
| Diablo Valley College | Pleasant Hill | CA | 06/2013 | 09/2016 |
| Ucsc | Santa Cruz | CA | 09/2016 | 06/2018 |
| Fsc Securities Corporation | Walnut Creek | CA | 06/2018 | 12/2018 |
| Fsc Securities Corporation | Walnut Creek | CA | 12/2018 | 11/2023 |
| Arbor Wealth Management | Walnut Creek | CA | 01/2020 | Present |
| Osaic Wealth, Inc. | Walnut Creek | CA | 11/2023 | Present |
1. ARBOR WEALTH MANAGEMENT POSITION: Fixed Insurance Seller NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2019 ADDRESS: 2855 Mitchell Drive, Suite 203, Walnut Creek CA 94598, United States DESCRIPTION: Selling Fixed insurance products 2. ARBOR WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Wealth Management RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 85 START DATE: 01/01/2019 ADDRESS: 2700 Ygnacio Valley Rd, Suite 275, Walnut Creek CA 94598, United States DESCRIPTION: I manage portfolio creation and research as well as client accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-07 |
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