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102 El Dorado St., Auburn, CA 95603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Auburn | CA | 08/2015 | 02/2018 |
| Lake Of The Pines Grille | Auburn | CA | 02/2018 | 07/2020 |
| Full Time Education | Auburn | CA | 07/2020 | 08/2022 |
| The Ridge Golf Club | Auburn | CA | 08/2022 | 05/2024 |
| Umpqua Bank | Auburn | CA | 09/2023 | 06/2025 |
| Ifc | Auburn | CA | 06/2025 | 10/2025 |
| Ifc | Auburn | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-04 |
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