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1600 S Main St. Suite 195, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-26 |
Branch Locations
1600 S Main St. Suite 195, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Treehouse Wealth Advisors | Walnut Creek | CA | 09/2025 | Present |
| Treehouse Wealth Advisors | Walnut Creek | CA | 06/2024 | 07/2025 |
| Boston College | Boston | MA | 08/2021 | 05/2025 |
| Blacksand Capital | Honolulu | HI | 06/2023 | 08/2023 |
| Insight Resource Group | Lafayette | CA | 06/2022 | 08/2022 |
| Oke Poke | Walnut Creek | CA | 05/2022 | 08/2022 |
| Campolindo High School | Moraga | CA | 08/2017 | 06/2021 |
| Premier Logistics | Huntington Beach | CA | 06/2021 | 07/2021 |
| Ace Hardware | Walnut Creek | CA | 06/2019 | 11/2019 |
| St. Perpetua School | Lafayette | CA | 08/2008 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
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