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288 Pearl St #2003, Monterey, CA 93940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Llc | Sacramento | CA | 06/2016 | 07/2019 |
| Royal Alliance Associates, Inc. | Sacramento | CA | 03/2017 | 07/2019 |
| Integris Wealth Management, Llc | Monterey | CA | 07/2019 | 03/2025 |
| Three Sheep Wealth Management, Llc | Monterey | CA | 03/2025 | Present |
(1) 2024-Present: Privately Held Residential Real Estate/Not Investment Related/Monterey, CA/Mr. Cranstone owns and earns passive income from real residential property. This activity involves less than five percent time each month, after traditional business hours, and does not involve an investment by advisory firm clients.//(2) 2024-Present: California Arts and Sciences Institute/Not Investment Related/Carmel, CA/Non-Profit/Board Member (Unpaid)/Involves less than one percent time each month, including during traditional business hours.//(3) 2020-Present: Carmel Public Library Foundation/Not Investment Related/Carmel, CA/Non-Profit/Treasurer (Unpaid)/This activity involves less than five percent time each month, after traditional business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-01 |
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