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300 Harding Blvd #115, Roseville, CA 95678 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewart Valuation Intelligence | Overland Park | KS | 09/2015 | Present |
| Sterling Retirement Group Of Sacramento | Roseville | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
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