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515 Marin Street Suite 406, Thousand Oaks, CA 91360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
515 Marin Street Suite 406, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillcrest Financial Group | Thousand Oaks | CA | 03/2025 | Present |
| Homemaking | Oak Park | CA | 07/2023 | 03/2025 |
| Cibc Wood Gundy | Calgary | 03/2022 | 06/2023 | |
| Rbc Dominion Securities | Calgary | 10/2020 | 02/2022 | |
| Rbc Dominion Securities | Regina | 12/2018 | 10/2020 | |
| Homemaker | Regina | 04/2017 | 12/2018 | |
| Tarkett Na | Solon | OH | 12/2015 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-21 |
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