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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-06 |
Branch Locations
1000 4Th St Suite 580, San Rafael, CA 94945 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonoma State University | Rohnert Park | CA | 08/2022 | Present |
| Virtue Capital Management, Llc | San Rafael | CA | 04/2026 | Present |
| Sce Distribution Llc | San Francisco | CA | 02/2021 | Present |
| Strategic Financial | San Rafael | CA | 08/2025 | Present |
| Student | San Rafael | CA | 01/2016 | 05/2022 |
SCE DISTRIBUTION LLC SAN FRANCISCO CA CEO/OWNER SINCE 02/2021 NOT INVESTMENT RELATED STRATEGIC FINANCIAL SAN RAFAEL, CA INVESTMENT ADVISOR/ANALYST SINCE 08/2025 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-14 |
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