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1900 S. Norfolk St Suite 350, San Mateo, CA 94403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-18 |
| CA | RA | APPROVED | 2025-08-15 |
Branch Locations
1900 S. Norfolk St Suite 350, San Mateo, CA 94403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indicate Technologies | Santa Clara | CA | 02/2017 | Present |
| Tamarind Financial Planning | San Jose | CA | 05/2024 | Present |
| Leigh High School | San Jose | CA | 02/2018 | Present |
| California Polytechnic State University | San Luis Obispo | CA | 09/2012 | 12/2016 |
Indicate Technologies; Not investment-related; 2065 Martin Ave #103, Santa Clara, CA 95050; Dimensional metrology - automated inspection, 3D scanning, 3D printing; Applications Engineer; Start date: 02/2017; Approximately 16 to 40 hrs/month; 4 hrs/month during trading hours; Reviewing reports, writing inspection programs, meeting with engineering manager to review reports, emailing writer of the reports with my feedback. Leigh High School / CUHSD (School District); Not investment-related; 5210 Leigh Ave, San Jose, CA 95124; Education; Coach; Start date: 02/2018; Approximately 50-60 hours per month (Jan-Apr); 16 hours/month during trading hours; Coaching athletic teams.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-03 |
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