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1185 Swallowtail Way, Nipomo, CA 93444 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
Branch Locations
1185 Swallowtail Way, Nipomo, CA 93444 • United States
4863 Old Redwood Highway Suite B, Santa Rosa, CA 95403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-12 |
Branch Locations
4863 Old Redwood Highway Suite B, Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miles Brown And Associates | Santa Rosa | CA | 03/2026 | Present |
| Student | Nipomo | CA | 11/2025 | 02/2026 |
| Renew Home Inc | El Dorado Hills | CA | 02/2024 | 10/2025 |
| Ohmconnect Inc | El Dorado Hills | CA | 06/2021 | 02/2024 |
| Kids Care Dental And Orthopedics | El Dorado Hills | CA | 08/2020 | 06/2021 |
| Unemployed | El Dorado Hills | CA | 03/2020 | 08/2020 |
| Vision Dental Plan Inc | Roseville | CA | 12/2014 | 03/2020 |
| Kramer Wealth Management | Nipomo | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
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