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140 2Nd Street Suite 310, Petaluma, CA 94952 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
140 2Nd Street Suite 310, Petaluma, CA 94952 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Restaurant365 | Irvine | CA | 06/2011 | 08/2024 |
| North Bay Wealth Management | Petaluma | CA | 09/2024 | Present |
| North Bay Wealth Management | Petaluma | CA | 12/2024 | Present |
I do restaurant software consulting, where if there are issues or questions with data seen in the software, I help them identify why, or reach out to the software company on their behalf. I also help with getting things in the software set up, like inventory, recipes, invoicing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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