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2 Belvedere Place Ste 200, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-12-15 |
Branch Locations
2 Belvedere Place Ste 200, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collins & Company, Llc | Larkspur | CA | 01/1992 | Present |
| Relevant Wealth Advisors, Llc | Mill Valley | CA | 01/1992 | Present |
Mr. Raabe acts as trustee for a number of accounts held at Relevant Wealth Advisors. These include trusts that Mr. Raabe set up for his family members (children, niece and nephew). These also include acting as trustee for the Butts Supplemental Needs Trust and as trustee for a non-profit foundation: The Stanley Smith Horticultural Trust. The Stanley Smith Horticultural Trust makes grants to botanical gardens. HTTP://WWW.ADMINITRUSTLLC.COM/STANLEY-SMITH-HORTICULTURAL-TRUST/ . Mr. Raabe spends approximately 4 hours per month on these trustee activities. Mr. Raabe also acts as a Board Trustee for the Marin County Employees' Retirement Plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-04 |
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