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1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-05 |
| WA | RA | APPROVED | 2025-06-17 |
Branch Locations
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial Management, Inc. | Moscow | ID | 01/2022 | 09/2024 |
| Schweitzer Engineering Laboratories, Inc. | Pullman | WA | 11/2014 | 12/2021 |
| Newretirement Advisors Llc | Colton | WA | 09/2024 | Present |
1) Larson Road Land Holding, LLC. Not investment related. 2101 Busch Road, Colton, WA 99113. Land Holding Company. Sarah is 50% owner. July 2, 2024 to Present. 0 hours per month devoted to business. 0 hours during trading hours. 2) Busch Family Farms, LLC. Not investment related. 2101 Busch Road, Colton, WA 99113. Farming Operation. Sarah is 50% owner. July 2, 2024 to Present. 0 hours per month devoted to business outside of trading hours. 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-16 |
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