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1024 Santa Clara Avenue, Alameda, CA 94501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | San Francisco | CA | 01/2013 | Present |
| Liontree Advisors Llc | San Francisco | CA | 06/2014 | 12/2016 |
| Asia Global Asset Management, Inc. | Fremont | CA | 01/2017 | Present |
| Molten, Inc. | Cambridge | MA | 12/2021 | Present |
| Terrior, Inc. | San Francisco | CA | 02/2021 | 12/2021 |
| Heyapril, Arget J. Sabillio, Cpa | Los Angeles | CA | 08/2020 | 12/2020 |
| Icreon | New York | NY | 09/2019 | 08/2020 |
| Applico, Llc | New York | NY | 05/2017 | 06/2019 |
SOLE PROPRIETOR IN PART-TIME FIXED INSURANCE SALES (NON-INVESTMENT RELATED); BUSINESS ADDRESS - 1837 16TH AVENUE, SAN FRANCISCO, CA 94122-4539; INDEPENDENT LIFE & HEALTH INSURANCE SALES; STARTED 01/24/2013 (DATE OF CA LIFE & HEALTH LICENSE) WORKED OUTSIDE OF SECURITIES TRADING HOURS. MOLTEN, INC.; NON-INVESTMENT RELATED; CAMBRIDGE, MA; HEAD OF GROWTH STRATEGY; SPENDS 160 HOURS/MONTH; DIGITAL MEDIA COMPANY, PROVIDES INTERNAL BUSINESS OPERATIONS AND LEADS THE COMPANY'S GROWTH STRATEGY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-07 |
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