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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-02 |
Branch Locations
601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Francisco Yacht Club | Tiburon | CA | 06/2014 | 08/2017 |
| Unemployed | Charleston | SC | 08/2018 | 06/2019 |
| Valley Oak Wealth Management | Novato | CA | 06/2019 | 08/2019 |
| Full Time Student - College Of Charleston | Charleston | SC | 08/2016 | 05/2020 |
| Unemployed | Charleston | SC | 08/2017 | 06/2018 |
| Lpl Financial | Novato | CA | 06/2021 | 01/2026 |
| Valley Oak Wealth Management | Novato | CA | 04/2025 | 01/2026 |
| Unemployed | San Rafael | CA | 05/2020 | 07/2020 |
| Valley Oak Wealth Management | Novato | CA | 07/2020 | 04/2025 |
| Valley Oak Wealth Management | Novato | CA | 06/2018 | 08/2018 |
| Fidelity Investments | Larkspur | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-07 |
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