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576 B Street Suite 2G, Santa Rosa, CA 95401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-28 |
Branch Locations
576 B. Street, Suite 2G, Santa Rosa, CA 94501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holden & Company Llp | San Rafael | CA | 02/2016 | 12/2018 |
| Holden Hall Wealth Management | Santa Rosa | CA | 01/2016 | 11/2022 |
| Linkenheimer Llp | Santa Rosa | CA | 01/2019 | 01/2020 |
| Western International Securities, Inc. | Pasadena | CA | 08/2021 | 08/2022 |
| Core Wealth Partners Llc | Santa Rosa | CA | 03/2021 | Present |
Various insurance agencies. Title: Insurance Agent. Start: 2/2012. Approx. 25% of time, 1-2 hours per month during trading hours. Address: 576 B Street, Suite 2B, Santa Rosa, CA 95401
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-11 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-18 |
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