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100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-02-01 |
Branch Locations
74-710 Highway 111 Suite 102, Palm Desert, CA 92260 • United States
100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordian Wealth Advisors, Llc | Palm Desert | CA | 01/2019 | Present |
| Zeta Global | San Mateo | CA | 11/2013 | 12/2018 |
Jowitt Consulting, Partner, Not investment-related, Since August 2018, 0 hours per month spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-07 |
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