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301 California Drive #9, Burlingame, CA 94010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-04 |
Branch Locations
505 Maitland Avenue Ste 1200, Altamonte Springs, FL 32701 • United States
301 California Drive #9, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Occidental Asset Management, Llc | Orlando | FL | 07/2019 | Present |
| Student | Bogota | 06/2009 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-03 |
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