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7840 Madison Ave Ste 115, Fair Oaks, CA 95628 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-31 |
Branch Locations
7840 Madison Ave Ste 115, Fair Oaks, CA 95628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton Distributors, Inc | San Mateo | CA | 03/2016 | 08/2017 |
| Ucla Anderson School Of Management | Los Angeles | CA | 08/2017 | 08/2019 |
| Bellwether Capital Management Llc | El Dorado Hills | CA | 01/2019 | 12/2021 |
| Workday | Pleasanton | CA | 08/2019 | 12/2021 |
| Intuit | Mountain View | CA | 01/2022 | 02/2026 |
| Bellwether Capital Management Llc | Fair Oaks | CA | 03/2026 | Present |
As of March 1, 2026, I am also self-employed as a career coach and consultant, doing business as "Inflection." I am the owner and lead consultant. I provide career coaching to individuals who seek employment in the fintech and AI fields. The work is part-time, less than 20 hours per week, and primarily done on evenings and weekends outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-11 |
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