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775 Baywood Drive Suite 306, Petaluma, CA 94954 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2007-08-22 |
Branch Locations
775 Baywood Drive Suite 306, Petaluma, CA 94954 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creekside Partners Investment Counsel | Lafayette | CA | 08/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-29 |
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