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1919 Addison St Suite 101, Berkeley, CA 94704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-25 |
Branch Locations
1919 Addison St Suite 101, Berkeley, CA 94704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willow Grove Advisors | Berkeley | CA | 01/2026 | Present |
| Ride Oakland | Oakland | CA | 12/2025 | 01/2026 |
| Family Support Services | Oakland | CA | 05/2025 | Present |
| Soulcycle, Llc | Walnut Creek | CA | 03/2025 | 12/2025 |
| Soulcycle, Llc | Washington | DC | 02/2024 | 02/2025 |
| Rocs | Washington | DC | 05/2024 | 10/2024 |
| Unemployed | Washington | DC | 04/2024 | 04/2024 |
| Kpmg, Llp | Mclean | VA | 08/2019 | 03/2024 |
| Shady Grove | Pittsburgh | PA | 10/2018 | 07/2019 |
| University Of Pittsburgh | Pittsburgh | PA | 01/2018 | 09/2018 |
| Keybank National Association | Pittsburgh | PA | 07/2017 | 12/2017 |
| University Of Pittsburgh | Pittsburgh | PA | 06/2017 | 06/2017 |
| Hotel Indigo | Pittsburgh | PA | 03/2016 | 05/2017 |
Family Support Services. Location: 303 Hegenberger Road Suite 400 Oakland, CA 94621. This is not investment-related. I babysit every Friday night, for approximately 5 hours, a boy who is on the spectrum. I typically average 15-20 hours a month. Relationship began 05/2025. Zero hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-24 |
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