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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-30 |
Branch Locations
8201 Peters Road Suite 1000, Plantation, FL 33324 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial Planners | Plantation | FL | 08/2021 | 06/2026 |
| Full Time Student | Vilonia | AR | 10/2011 | 09/2021 |
| Bodcaw Bank | Stamps | AR | 06/2019 | 08/2019 |
| Mustard Seed Wealth Management | Magnolia | AR | 06/2020 | 08/2020 |
| Farther | Plantation | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-13 |
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