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500 N Street Suite 30, Sacramento, CA 95814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-19 |
Branch Locations
500 N St. Suite 30, Sacramento, CA 95814 • United States
500 N Street Suite 30, Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2022 | 12/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2022 | 12/2022 |
| University Of California, Davis | Davis | CA | 09/2018 | 06/2022 |
| Insomnia Cookies | Davis | CA | 01/2021 | 01/2022 |
| University Of California, Davis | Davis | CA | 08/2019 | 01/2022 |
| Poke Bar | Woodland Hills | CA | 08/2016 | 08/2019 |
| Strategic Advocates, Llc | Logan | UT | 09/2022 | Present |
| Crown Capital Securities, L.P. | Logan | UT | 02/2023 | 03/2024 |
Independent licensed insurance agent for various carriers; Investment-Related; 500 N Street, Suite 30, Sacramento, CA; Independent Insurance Agent; Start Date: 11/2025; 10 hours devoted weekly; 0 hours devoted during trading hours; Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-21 |
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