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Santa Barbara, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marin Financial Advisors Llc | Larkspur | CA | 10/2012 | Present |
| Oak Root Llc | Sonoma | CA | 06/2015 | Present |
BOARD OF DIRECTOR FOR BRANDLE INC. THAT IS NOT FINANCIALLY RELATED AND TAKES LESS THAN 1% OF HIS TIME AND NOT DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-07 |
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