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999 Fifth Ave., Suite 300, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-03-11 |
Branch Locations
999 Fifth Ave., Suite 300, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westhill Financial Advisors, Inc. | San Rafael | CA | 03/2010 | Present |
1) Board Volunteer for Wednesday's Gift; A Non Profit assisting those in need of food; clothing; housing and other essential necessities; 1010 B St STE 300 San Rafael, CA 94901; 1-5 hours/month devoted to activity during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-26 |
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