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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-02 |
| CA | RA | APPROVED | 2026-04-01 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
5151 California Ave., #100, Irvine, CA 92617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cal Poly Corporation | San Luis Obispo | CA | 01/2017 | 05/2019 |
| Lewis Financial | San Luis Obispo | CA | 05/2019 | 09/2020 |
| Relational Advisors | Irvine | CA | 10/2020 | Present |
| Cal Poly State University | San Luis Obispo | CA | 09/2016 | 06/2020 |
| Cetera Advisor Networks | El Segundo | CA | 11/2020 | 04/2021 |
| Sageview Advisory Group | Irvine | CA | 10/2020 | 03/2026 |
| Cetera Advisor Networks | El Segundo | CA | 04/2021 | 03/2026 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-10 |
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