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Nevada City, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-17 |
| OR | RA | APPROVED | 2024-12-17 |
| TX | RA | APPROVED | 2023-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sierra Financial Advisory | Nevada City | CA | 01/2019 | Present |
| Nevada Union School District | Nevada City | CA | 08/2017 | 12/2018 |
| Full-Time Education | Grass Valley | CA | 08/2007 | 07/2017 |
I am a licensed insurance agent for life and health insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-18 |
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