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2 Theatre Square Suite 315, Orinda, CA 94563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-18 |
Branch Locations
2 Theatre Square Suite 315, Orinda, CA 94563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pivot 3 | Louisville | CO | 03/2016 | 03/2017 |
| Haas School Of Business | Berkeley | CA | 08/2018 | 03/2019 |
| Corinna Rose Photography | Benicia | CA | 01/2018 | 09/2024 |
| Freelance Event Manager | San Francisco | CA | 03/2017 | 08/2018 |
| Ellis Retirement Services | Germantown | TN | 10/2024 | 09/2025 |
| Lpl Financial Llc | Benicia | CA | 12/2024 | 09/2025 |
| Bell Investment Advisors Inc | Orinda | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-21 |
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