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San Rafael, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larkspur Financial Advisors | Corte Madera | CA | 03/2013 | 04/2018 |
| Waypoint Wealth Partners | Mill Valley | CA | 05/2018 | 06/2025 |
| Beacon Pointe Advisors, Llc | Mill Valley | CA | 07/2025 | 01/2026 |
| Clarity Wealth Partners, Llc | San Rafael | CA | 01/2026 | Present |
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