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6700 Koll Center Parkway Suite 230, Pleasanton, CA 94566 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-15 |
Branch Locations
6700 Koll Center Parkway Suite 230, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California, Berkeley | Berkeley | CA | 01/2016 | 12/2018 |
| Columbia University | New York | NY | 01/2019 | 12/2021 |
| Conejo Family Health | Newbury Park | CA | 01/2022 | 12/2022 |
| Boccaccios Restaurant | Westlake Village | CA | 01/2023 | 12/2023 |
| Re:wIld Your Compass | Westlake Village | CA | 01/2024 | 12/2025 |
| Mirador Capital Partners | Pleasanton | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
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