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6700 Koll Center Parkway Suite 255, Pleasanton, CA 94566 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
2105 South Bascom Ave, Suite 295, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Campbell | CA | 01/2015 | 11/2018 |
| Kaizen Financial Strategies, Llc | Campbell | CA | 11/2018 | Present |
1. Insurance; investment-related; Milpitas, CA; insurance agent; 11/2018. 2. KFS Publishing; not investment-related; San Jose, CA; publishing; owner; 02/2026; 2 hours per month; 0 during securities trading hours; co-author of a book.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-12 |
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