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725 Sixth Street, Eureka, CA 95501-1103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Financial Group | Eureka | CA | 02/2021 | Present |
| Northpoint Consulting Group, Inc. | Arcata | CA | 03/2020 | 01/2021 |
| Hmb Media | Half Moon Bay | CA | 10/2018 | 03/2020 |
| Ideal Positions | Mckinleyville | CA | 10/2016 | 09/2018 |
| Provident Credit Union | Eureka | CA | 05/2015 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-12 |
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