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Napa, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-05 |
Branch Locations
1673 Center Road 1673 Center Road, Novato, CA 94947 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-01 |
Branch Locations
1673 Center Road 1673 Center Road, Novato, CA 94947 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | San Francisco | CA | 11/2015 | 01/2018 |
| Bancwest Investment Services | San Francisco | CA | 03/2016 | 01/2018 |
| Chevron Federal Credit Union | Oakland | CA | 08/2019 | 04/2022 |
| Julie Scates Dba Asti Financial Management | Alameda | CA | 04/2022 | Present |
| Lending Club | San Francisco | CA | 02/2018 | 04/2019 |
| Unemployed | Berkeley | CA | 05/2019 | 07/2019 |
| Arcadian Associates, Llc | Napa | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-28 |
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