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4040 Civic Center Dr. Suite 200, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-08 |
Branch Locations
371 Bel Marin Keys Blvd., Suite 135, Novato, CA 94949 • United States
1900 S Norfolk Street Suite 350, San Mateo, CA 94403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-24 |
Branch Locations
1900 S Norfolk Street Suite 350, San Mateo, CA 94403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tradecraft | San Francisco | CA | 01/2017 | 04/2017 |
| Samsara | San Francisco | CA | 10/2017 | 11/2019 |
| Westfab Manufacturing | Santa Clara | CA | 11/2019 | Present |
| Gosho Financial Group | San Mateo | CA | 10/2023 | 05/2025 |
| Goldieblox | Oakland | CA | 11/2015 | 12/2016 |
| Shop.cO | San Francisco | CA | 04/2017 | 10/2017 |
| Marjan Soleimanieh (Sole Prop) | San Francisco | CA | 06/2025 | 12/2025 |
| Marin Wealth Advisors Llc | Novato | CA | 01/2026 | Present |
Westfab Manufacturing since 11/2019 (Not investment related) 3370 Keller St., Santa Clara, CA 95054 Spend approximately 10 hours per month doing operations related tasks. Sheet-metal manufacturing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-11 |
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