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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-25 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
11 5Th Street Suite 108, Petaluma, CA 94952 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Choreo, Llc | Petaluma | CA | 12/2024 | Present |
| Enso Wealth | Petaluma | CA | 12/2019 | 08/2022 |
| Unemployed | Petaluma | CA | 08/2022 | 12/2024 |
| Lindamood-Bell Learning Services | Marin | CA | 01/2017 | 12/2019 |
| Seneca Family Of Agencies | Petaluma | CA | 01/2016 | 12/2016 |
| Lindamood-Bell Learning Services | Marin | CA | 06/2015 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-25 |
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