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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-10 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
2633 Camino Ramon Ste 452, San Ramon, CA 94583 • United States
7677 Oakport Street Suite 300, Oakland, CA 94621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-21 |
Branch Locations
2633 Camino Ramon Suite 452, San Ramon, CA 94583 • United States
7677 Oakport Street Suite 300, Oakland, CA 94621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lion Street Financial | San Ramon | CA | 08/2019 | 10/2025 |
| Full Time Student | San Francisco | CA | 08/2015 | Present |
| Fremont Bank | Livermore | CA | 06/2018 | 08/2018 |
| Door Dash | Livermore | CA | 08/2015 | 06/2018 |
| Integrity Alliance, Llc | San Ramon | CA | 10/2025 | Present |
| Brooker Wealth Management | Oakland | CA | 02/2025 | Present |
PEAK360 WEALTH MANAGEMENT / LION STREET FINANCIAL POSITION: Employee NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/14/2019 ADDRESS: 2404 San Ramon Valley blvd., San Ramon CA 94583, United States DESCRIPTION: Managing client relationships.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-10 |
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