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Carmel, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| No-Load Asset Management | Carmel | CA | 06/2026 | Present |
| North Carolina Association Of County Commissioners | Raleigh | NC | 03/2025 | Present |
| North Carolina Department Of Environmental Quality | Raleigh | NC | 05/2022 | 03/2025 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2021 | 05/2023 |
| Middlebury Institute Of International Studies | Monterey | CA | 05/2019 | 08/2019 |
| Open | Monterey | CA | 08/2018 | 05/2019 |
| Office Of State Senator Bill Monning (Ca-17) | Monterey | CA | 05/2018 | 08/2018 |
| Open | Monterey | CA | 08/2017 | 05/2018 |
| Office Of Congressman Jimmy Panetta (Ca-19) | Salinas | CA | 05/2017 | 08/2017 |
| Student/Bryn Mawr College | Bryn Mawr | PA | 05/2016 | 05/2020 |
| Open | Carmel | CA | 05/2020 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
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