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999 Fifth Ave., Suite 300, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-25 |
| CA | RA | APPROVED | 2024-06-13 |
Branch Locations
999 Fifth Ave., Suite 300, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Mesa | AZ | 10/2016 | 10/2019 |
| Wells Fargo Clearing Services, Llc | Mesa | AZ | 05/2019 | 10/2019 |
| Bed Bath And Beyond | Bloomington | MN | 09/2015 | 10/2016 |
| University Of Phoenix | Phoenix | AZ | 02/2019 | 06/2021 |
| Merrill Lynch | Queen Creek | AZ | 11/2019 | 05/2024 |
| Bank Of America, N.A. | Queen Creek | AZ | 11/2019 | 05/2024 |
| Grub Hub | Phoenix | AZ | 10/2019 | 11/2019 |
| Postmates | Phoenix | AZ | 10/2019 | 11/2019 |
| Westhill Financial Advisors, Inc. | San Rafael | CA | 06/2024 | Present |
Insurance Agent; 999 5th Ave, Suite 300 San Rafael CA 94901; Description: Fixed insurance and fixed annuity sales; Start date: 2025-09-05; 5 Hours per month devoted to business during trading hours; No compensation expected.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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