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Bernardsville, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-13 |
| NJ | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED | 2018-05-18 |
Branch Locations
Bernardsville, NJ • United States
4040 Civic Center Drive Suite 200 Pmb #3420, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marin Financial Advisors Llc | Larkspur | CA | 10/2005 | 12/2017 |
| Longview Financial Advisors, Llc | San Rafael | CA | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-03 |
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