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1901 Harrison Street Suite 1176, Oakland, CA 94612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-06 |
| WA | RA | APPROVED | 2025-11-20 |
Branch Locations
1901 Harrison Street Suite 1176, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marin Wealth Advisors Llc | San Rafael | CA | 04/2016 | Present |
| Contango Wealth Management | Oakland | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2012-02-10 |
| S66 | Uniform Combined State Law Examination | 2008-04-17 |
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