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1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-05-12 |
Branch Locations
1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advantage, Inc. | Walnut Creek | CA | 01/2005 | Present |
1)Since 9/1/2108, I have been an Endowment Committee Member at Moraga Education Foundation, located at 1010 Camino Pablo, Moraga, CA 94556. The purpose of this non-profit is to supplement funding and maintain a high level of quality education. My role is investment related; I act as an advisor and liaison between Board and Investment Committee regarding goals for endowment and investment guidelines. I spend less than an 1 hour per month with this entity; none of the time during security trading hours. 2) Since 9/1/2018, I have been an Endowment Committee Member at Cancer Support Community, located at 3276 McNutt Ave, Walnut Creek, CA 94597. The purpose of this non-profit is to support those with cancer and their family members. My role is investment related; I act as an an advisor and liaison between the Board and Investment Committee regarding goals for endowment and investment guidelines. I spend less than an 1 hour per month with this entity; none of the time during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-27 |
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