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825 Page Street, Berkeley, CA 94710 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-20 |
| CA | RA | APPROVED | 2018-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Private Wealth Management, Llc | Stockton | CA | 11/2012 | 07/2018 |
| Affinity Capital Advisors Llc | Berkeley | CA | 02/2018 | Present |
1) INSURANCE BROKERAGE - 10 hours per month - Start date 8/11/10 - 825 Page Street, Berkeley, CA 94710. 2) Orange Blossom Capital Investments II, LLC - Investment Related - Managing Member - Start date 9/15/17 - Residential rental and renovation - 5 hours per month - 825 Page Street, Berkeley, CA 94710. 3) 825 Page Street, LLC - Partner - Commercial Building - Start date 7/1/18. 4) 706 California Street, LLC - Investment Related - Real Estate Holding Company - 825 Page Street, Berkeley, CA 94710 - Managing Member - Started: 4/17/2023 - 4 hours a month with 4 hours a month during trading hours - Management of holding company with minimal bookkeeping. 5) 1310 Irwin Avenue, LLC - Investment Related - Real Estate Holding Company - 825 Page Street, Berkeley, CA 94710 - Managing Member - Started: 4/17/2023 - 4 hours a month with 4 hours a month during trading hours - Management of holding company with minimal bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-06 |
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