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2100 Embarcadero #105, Oakland, CA 94606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matthews Financial & Insurance Solutions | Oakland | CA | 10/2009 | Present |
| Gibson Monroe Wealth Advisors | Oakland | CA | 11/2022 | Present |
Contributor at KTVU Fox 2 local news broadcasting network in Oakland, California.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-18 |
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