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899 Northgate Drive Suite 305, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-11 |
Branch Locations
899 Northgate Drive Suite 305, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spectrum Financial Management | San Rafael | CA | 05/2021 | Present |
| Rbc Wealth Management | Madison | WI | 09/2019 | 05/2021 |
| University Of Wisconsin-Madison | Madison | WI | 09/2019 | 05/2021 |
| Nakoma Golf Club | Madison | WI | 06/2019 | 09/2019 |
| University Of Wisconsin Foundation | Madison | WI | 02/2019 | 05/2019 |
| Spectrum Financial Management | San Rafael | CA | 12/2018 | 01/2019 |
| Spectrum Financial Management | San Rafael | CA | 06/2018 | 08/2018 |
| University Of Wisconsin-Madison | Madison | WI | 09/2017 | 05/2021 |
| Casa Grande High School | Petaluma | CA | 01/2015 | 06/2017 |
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