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100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-04 |
Branch Locations
100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blair Martin Financial Professional | San Rafael | CA | 01/2025 | 03/2026 |
| Uber | San Rafael | CA | 04/2024 | 12/2024 |
| Lyft | San Rafael | CA | 04/2024 | 12/2024 |
| Beacon Pointe Advisors | Newport Beach | CA | 10/2022 | 04/2024 |
| College Of Marin | Kentfield | CA | 08/2016 | 08/2020 |
| San Francisco State University | San Francisco | CA | 08/2020 | 06/2022 |
| Ameriprise Financial Services | San Rafael | CA | 05/2019 | 08/2019 |
| Unemployed | San Rafael | CA | 06/2022 | 10/2022 |
| Equitable Advisors, Llc | New York | NY | 04/2025 | 03/2026 |
| Stonebridge Financial Group, Llc | San Rafael | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-24 |
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