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950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-24 |
| TX | RA | APPROVED | 2021-09-24 |
Branch Locations
950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/2014 | 07/2017 |
| Bank Of America, N.A. | San Francisco | CA | 04/2015 | 07/2017 |
| University Of Texas At Austin | Austin | TX | 04/2018 | 05/2020 |
| Self Employed | San Francisco | CA | 07/2017 | 04/2018 |
| Bailard, Inc | Foster City | CA | 05/2020 | Present |
Name of Business: EstateGuidePro LLC Investment-Related: No Address: 8201 Cobblestone, Austin, TX 78735. Nature of Business: Education (will provide education for professionals and others on wealth transfer topics, such as estate planning, philanthropy, etc.) Title/Role: Founder, Owner, Member/Manager Hours: 5-10; not during trading hours Duties: Create on-line course materials
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-28 |
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