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725 Sixth Street, Eureka, CA 95501-1103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Financial Group, Inc. | Eureka | CA | 09/2022 | Present |
| Coast Central Credit Union | Mckinleyville | CA | 09/2019 | 09/2022 |
| Watershed Stewards Program | Fortuna | CA | 10/2018 | 08/2019 |
| Mistwood Educational Center | Bayside | CA | 09/2016 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-31 |
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