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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-09 |
| TX | RA | APPROVED | 2024-01-09 |
| CA | RA | APPROVED | 2022-12-12 |
Branch Locations
San Francisco, CA • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Francisco | CA | 03/2015 | 12/2022 |
| Twin Peaks Wealth Advisors, Llc | San Francisco | CA | 12/2022 | Present |
1. 10/19/2022 - Twin Peaks Insurance Services, LLC - Investment Related - Virtually-At People's Homes - Non-Variable Insurance - Agent - Start Date: 10/12/2022 - 6 Hours Per Month/1 Hour During Securities Trading. 2. 11/09/2022 - No Business Name - Investment Related - 57 Reade Unit 15A New York, NY 10007 - Real Estate Rental - Start Date: 12/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-18 |
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