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340 Lorton Ave Ste 216, Burlingame, CA 94010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-25 |
| LA | RA | APPROVED | 2024-03-21 |
| CA | RA | APPROVED | 2024-02-23 |
| TX | RA | APPROVED | 2024-02-23 |
| VA | RA | APPROVED | 2024-02-23 |
| MI | RA | APPROVED | 2024-02-22 |
Branch Locations
340 Lorton Ave Ste 216, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah State University - Huntsman School Of Business | Logan | UT | 01/2018 | 05/2018 |
| Northwestern Mutual | Logan | UT | 01/2020 | 11/2022 |
| Ballast Point Financial Planning | Burlingame | CA | 11/2022 | 07/2024 |
| Utah State University - College Of Humanities And Social Science | Logan | UT | 08/2020 | 12/2020 |
| Northwestern Mutual | Logan | UT | 05/2019 | 09/2019 |
| The Center For Growth And Opportunity At Utah State University | Logan | UT | 09/2018 | 12/2019 |
| The Center For Growth And Opportunity At Utah State University | Logan | UT | 05/2018 | 08/2018 |
| Us Department Of State | Doha | 05/2017 | 08/2017 | |
| Utah State University | Logan | UT | 08/2017 | 12/2020 |
| High School - Various Locations | Doha | 08/2013 | 05/2017 | |
| Ballast Point Financial Planning | Burlingame | CA | 07/2024 | 07/2025 |
| Ballast Point Financial Planning | Burlingame | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-06 |
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