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7510 Shoreline Dr Ste B-1, Stockton, CA 95219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-30 |
Branch Locations
7510 Shoreline Drive Suite B-1, Stockton, CA 95219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lodi Unified School District | Lodi | CA | 01/2025 | Present |
| Lodi Unified School District | Lodi | CA | 01/2023 | Present |
| British Swim School's Of America | Manteca | CA | 10/2023 | 04/2024 |
| Woodbridge Golf & Country Club | Woodbridge | CA | 05/2023 | 08/2023 |
| Student | Lodi | CA | 07/2015 | 05/2025 |
| Bella Festa | Stockton | CA | 05/2021 | 09/2021 |
| Home Depot | Lodi | CA | 12/2020 | 04/2021 |
Independent Insurance Agent/Sole Proprietor. 2562 Ponderosa Drive Lodi, CA 95242. I devote approximately 5 or less hours a month to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-22 |
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