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2819 Crow Canyon Road Suite 101, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-30 |
Branch Locations
2819 Crow Canyon Road Suite 101, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carey Wealth Management | San Ramon | CA | 06/2025 | Present |
| Full-Time Student | Reno | NV | 06/2015 | 06/2025 |
| Trek Bikes | Dublin | CA | 06/2025 | Present |
| Carey Wealth Management | San Ramon | CA | 05/2023 | 08/2023 |
| Pepsico | Reno | NV | 08/2022 | 02/2023 |
| Trek Bikes | Alamo | CA | 05/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
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