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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED | 2025-06-05 |
| VA | RA | APPROVED | 2025-06-05 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
Marblehead, MA • United States
25 Burlington Mall Rd Suite 405, Burlington, Town Of, MA 01803 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | San Ramon | CA | 07/2014 | 07/2017 |
| New York Life Insurance Company | San Ramon | CA | 06/2014 | 07/2017 |
| Eagle Strategies Llc | San Ramon | CA | 09/2014 | 12/2018 |
| Mass Mutual Life Insurance Company | San Francisco | CA | 07/2017 | 12/2018 |
| Mml Investors Services | San Francisco | CA | 08/2017 | 12/2018 |
| Lenox Advisors, Inc | San Francisco | CA | 07/2017 | 12/2018 |
| Charles Schwab & Co., Inc. | Walnut Creek | CA | 01/2019 | 09/2021 |
| Charles Schwab Bank Ssb | Walnut Creek | CA | 01/2019 | 09/2021 |
| Fisher Investments | Martinez | CA | 09/2021 | 11/2024 |
| Camarda Wealth Advisory Group | Fleming Island | FL | 11/2024 | 05/2025 |
| Edelman Financial Engines | Santa Clara | CA | 06/2025 | Present |
1) Rental Property; INVESTMENT RELATED: No; ADDRESS: Marblehead, MA 01945; NATURE: Rental Property; POSITION: Owner; START DATE: 04/30/2020; NUMBER OF HOURS/MONTH: 2 hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 hrs; DUTIES: I own the property. My wife and I are landlords.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-15 |
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