Finn Case

Current Employers

Rmr Wealth Builders, Inc.

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-11

CA RA
APPROVED

Since 2025-10-11

Branch Locations

Malibu, CA • United States

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rmr Wealth Builders, Inc.	Montclair	NJ	06/2025	Present
Malibu Delivery	Malibu	CA	06/2023	09/2025
Malibu Middle School	Malibu	CA	09/2015	09/2017
Malibu High School	Malibu	CA	09/2017	09/2021
Santa Barbara City College	Santa Barbara	CA	09/2021	09/2024
University Of California Santa Barbara	Santa Barbara	CA	09/2024	Present

06/2025 → Present

Rmr Wealth Builders, Inc.

Montclair, NJ
06/2023 → 09/2025

Malibu Delivery

Malibu, CA
09/2015 → 09/2017

Malibu Middle School

Malibu, CA
09/2017 → 09/2021

Malibu High School

Malibu, CA
09/2021 → 09/2024

Santa Barbara City College

Santa Barbara, CA
09/2024 → Present

University Of California Santa Barbara

Santa Barbara, CA

Other Businesses

1) Malibu Delivery Service; Non-Investment Related; Address: 6048 Phillip Ave., Malibu, CA 90265; Nature Of Business: Courier Service; Position: Partner; Title: Partner; Start Date: 05/08/2022; Hours per Month: 5; Hours per Month During Trading Hours: 0; Duties & Responsibilities: Employee's, Registration, Website, App, Billing.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-11

S65 Uniform Investment Adviser Law Examination

2025-10-11