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Citrus Heights, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Wealth Partners | Citrus Heights | CA | 04/2020 | Present |
| Pacific Gas & Electric | Oakland | CA | 08/2023 | Present |
| Rapid Robotics | San Francisco | CA | 08/2022 | 05/2023 |
| Baker Tilly | Chicago | IL | 03/2022 | 08/2022 |
| Delagnes, Mitchell, & Linder | San Francisco | CA | 01/2021 | 08/2021 |
| Horn Fulton | Folsom | CA | 01/2020 | 05/2020 |
| Kpmg | Sacramento | CA | 01/2017 | 12/2018 |
| Chicago Fire | Sacramento | CA | 01/2016 | 05/2017 |
| Extended Travel | Sacramento | CA | 01/2019 | 12/2019 |
pacific gas & electric. The business is not investment related. The business address is 300 Lakeside Drive, Oakland, CA 94612. PG&E is a utility that generates, transmits, and distributes electricity and natural gas I am a financial program manager at PG&E I am an employee of PG&E I began working for PG&E in August of 2023 I devote approximately 70 hours/month to PG&E I devote approximately 50 hours/month to PG&E during securities trading hours I provide sophisticated financial analysis and financial expertise to Electric Operations leaders.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
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