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400 Park Avenue 10Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-18 |
Branch Locations
455 Market Street Suite 2070, San Francisco, CA 94105 • United States
400 Park Avenue 10Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 07/2015 | 03/2024 |
| Cnr Securities, Llc | San Francisco | CA | 04/2024 | Present |
| City National Rochdale | San Francisco | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-19 |
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