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1799 Bayshore Highway Suite 128A, Burlingame, CA 94010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-30 |
| CA | RA | APPROVED | 2020-06-11 |
Branch Locations
1799 Bayshore Highway Suite 128A, Burlingame, CA 94010 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | San Fransisco | CA | 09/2014 | 04/2017 |
| Luna Capital Management, Llc | Burlingame | CA | 04/2017 | 08/2020 |
| Luna Capital Management, Llc | Burlingame | CA | 06/2020 | Present |
| Independent Insurance Agent | Burlingame | CA | 04/2011 | Present |
| Licensed Real Estate Agent | Burlingame | CA | 01/2017 | Present |
1)INDEPENDENT INSURANCE AGENT,YES,1799 BAYSHORE HWY STE 128A, BURLINGAME, CA 94010,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,04/26/2011,180,180,SALES OF FIXED INSURANCE PRODUCTS 2) LICENSED REAL ESTATE AGENT; NOT INVESTMENT-RELATED; BURLINGAME, CA; REAL ESTATE SALES; 1/2017; APPROXIMATELY 10 HRS/MO OUTSIDE TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-25 |
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