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165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 07/2013 | 08/2018 |
| Fisher Investments | San Mateo | CA | 08/2018 | 03/2022 |
| Forge Securities Llc | San Francisco | CA | 03/2022 | 03/2023 |
| Forge Global Advisors Llc | San Francisco | CA | 03/2022 | 03/2023 |
| Forme Financial | San Francisco | CA | 04/2023 | 01/2025 |
| Thomas Doll | Walnut Creek | CA | 08/2024 | 01/2025 |
| Earned Wealth Advisors, Llc | Walnut Creek | CA | 01/2025 | Present |
(1)Gaingels LLC- Angel Investor- No compensation. Business located at: 43 w 23rd 2nd floor New York NY 10010; Start Date: March 2022; Diversity and inclusion-oriented VC Fund - RR is an investor only and not involved in the operations of the LLC (no hours devoted to this activity/not investment related).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2014-01-13 |
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