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2409 25Th Ave, Suite 100, San Francisco, CA 94116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
2409 25Th Ave, Suite 100, San Francisco, CA 94116 • United States
4 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 |
|---|---|---|---|---|
| Terry Wu | San Francisco | CA | 01/2016 | 09/2018 |
| Usa Financial Securities | Ada | MI | 04/2016 | 10/2016 |
| Tdirection Asset Management (Formerly Td Advisory Group) | San Francisco | CA | 04/2016 | Present |
| Td & Christy Insurance Agency, Llc | San Bruno | CA | 10/2016 | Present |
| Serendipity Business Solutions, Llc | Panama City | FL | 04/2013 | 09/2020 |
TD & Christy Insurance Agency, LLC, Non-Investment Related, 715 El camino Real, Suite 202, San Bruno CA 94066. P&C Insurance. Limited Partner since October 2016. 10 hours/month, 0 hours/month during NAI business hours. Oversee Business Performance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-17 |
| S66 | Uniform Combined State Law Examination | 2005-12-09 |
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