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411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-16 |
Branch Locations
411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Wealth Management, Llc | Oakland | CA | 06/2022 | 12/2024 |
| Liberty Wealth Management, Llc | Oakland | CA | 01/2025 | Present |
| Obi Capital | Palo Alto | CA | 08/2021 | 05/2022 |
| San Diego State University | San Diego | CA | 08/2017 | 05/2021 |
| Moreau Catholic High School | Hayward | CA | 08/2016 | 05/2017 |
Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 11/2024 Hours devoted to OBA monthly: 15 hours during trading hours / 0 hours during non-trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-16 |
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