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1760 The Alameda, San Jose, CA 95126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Little Friend Private Dining | Newport Beach | CA | 04/2023 | 01/2025 |
| Kinetic Real Estate Group | South San Francisco | CA | 12/2022 | 06/2023 |
| The Drunken Crab | Santa Barbara | CA | 09/2019 | 01/2022 |
| Caregiver | Oakland | CA | 01/2022 | 12/2022 |
| The Montclair Golf Course | Oakland | CA | 02/2015 | 06/2017 |
| Unemployed | Los Angeles | CA | 01/2025 | 04/2025 |
| Bates College | Lewiston | ME | 08/2017 | 05/2018 |
| Santa Barbara City College | Santa Barbara | CA | 08/2019 | 05/2021 |
| Unemployed | Piedmont | CA | 06/2017 | 08/2017 |
| Unemployed | Piedmont | CA | 05/2018 | 08/2019 |
| Equitable Advisors, Llc | New York | NY | 04/2025 | 02/2026 |
| Kera Capital Partners | San Jose | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-06 |
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