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Orinda, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-21 |
| CA | RA | APPROVED | 2025-08-13 |
Branch Locations
Medusa, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quinstreet | Foster City | CA | 04/2024 | 04/2025 |
| Rocket Mortgage | Detroit | MI | 05/2021 | 08/2023 |
| Scale Ai/Outlier Ai | Oakland | CA | 08/2023 | 04/2024 |
| Ny Stata Department Of Health | Schenectady | NY | 09/2020 | 05/2021 |
| Fermi Gamm-Ray Space Telescope | Santa Cruz | CA | 09/2015 | 09/2017 |
| Heavy Photon Search | Menlo Park | CA | 09/2017 | 09/2018 |
| Wyzant | New York City | CA | 10/2019 | 03/2020 |
| Extended Travel | Na | 09/2018 | 09/2020 | |
| Naylor & Company | Orinda | CA | 08/2025 | Present |
| Unemployed | Rotterdam | NY | 04/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
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