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333 West San Carlos Street Suite 600, San Jose, CA 95110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
| CA | RA | APPROVED | 2023-02-06 |
Branch Locations
333 West San Carlos Street Suite 600, San Jose, CA 95110 • United States
Berkeley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bingham, Osborn & Scarborough Llc | San Francisco | CA | 07/2014 | 09/2019 |
| The Financial Zen Group, Inc. | San Francisco | CA | 05/2020 | 01/2023 |
| Tremorsync, Inc. | San Francisco | CA | 07/2013 | Present |
| Brightplan, Llc | San Jose | CA | 01/2023 | Present |
TREMORSYNC, INC. - NOT INVESTMENT RELATED; PO BOX 78054 SAN FRANCISCO, CA 94107; ICE SKATING COACH; COACH; 07/2013 - Coach synchronized ice skating to children and adults
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-22 |
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