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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-03 |
Branch Locations
178 Big Trees Road Suite B-1, Murphys, CA 95247 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Coast Wine Partners | Napa | CA | 06/2021 | 11/2024 |
| Employment Development Department | Anaheim | CA | 01/2019 | 06/2021 |
| Round Pond Estate | Rutherford | CA | 07/2017 | 01/2019 |
| Alpha Omega Winery | Rutherford | CA | 07/2011 | 07/2017 |
| Sierra Family Wealth | Murphys | CA | 11/2024 | Present |
1. Owner & Farmer, The Wild Harbor; farming, animal care & sales; Located at Address, as of /01/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Owner of rental property located in Murphys, CA, as of 1/01/2025; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
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