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6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-12 |
Branch Locations
1255 Treat Blvd, Ste 300, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 12/2021 | 06/2022 |
| University Of Arizona | Tucson | AZ | 07/2017 | 05/2021 |
| Nordstrom | San Mateo | CA | 06/2018 | 08/2018 |
| Adult Protective Services | San Francisco | CA | 12/2020 | 05/2021 |
| Junipero Serra High School | San Mateo | CA | 07/2013 | 12/2016 |
| Aragon High School | San Mateo | CA | 01/2017 | 05/2017 |
| Unemployed | South San Francisco | CA | 06/2021 | 11/2021 |
| Trash Butler | Malvern | PA | 12/2021 | 05/2022 |
| Galileo | Burlingame | CA | 06/2019 | 08/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2022 | 09/2022 |
| Morgan Stanley | San Francisco | CA | 09/2022 | 10/2024 |
| Marriott International | San Francisco | CA | 11/2024 | 11/2025 |
| Paulson Investment Company | Walnut Creek | CA | 11/2025 | Present |
| Orca Wealth Management, Llc | Lake Oswego | OR | 03/2026 | Present |
1. Rental Property -Investment related: No; 50% ownership. 4400 Blanc Ct, Oakley, CA 94561. Residential Home. $0. Zero time involved.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-09 |
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