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435 Washington Street Suite A, Monterey, CA 93940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-03 |
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
435 Washington Street Suite A, Monterey, CA 93940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Oakland | CA | 09/2013 | 09/2018 |
| Monterey Private Wealth, Inc. | Monterey | CA | 09/2018 | 03/2025 |
| Creative Planning, Llc | Monterey | CA | 04/2025 | 05/2025 |
| Integris Wealth Management | Monterey | CA | 06/2025 | Present |
Community Foundation for Monterey County; Business - not investment related; 2354 Garden Road, Monterey, CA 93940; Non profit; Investment Committee Chair; Start 1/1/2025; 1 hour/month; 0 hours/month during securities trading hours; Run investment committee meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-24 |
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