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411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-23 |
Branch Locations
411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Wealth Management, Llc | Oakland | CA | 07/2022 | 02/2023 |
| Liberty Wealth Management, Llc | Oakland | CA | 02/2023 | 01/2025 |
| The Utility Reform Network | San Francisco | CA | 02/2022 | 06/2022 |
| Student | Oakland | CA | 02/2012 | 02/2022 |
| Liberty Wealth Management, Llc | Oakland | CA | 01/2025 | 08/2025 |
| Liberty Wealth Management, Llc | Oakland | CA | 08/2025 | Present |
1. Name of outside business or organization: Lifetime Planning Marketing, Inc., Address: 411 30th Street, 2nd Floor, Oakland, CA 94609, Title: Insurance agent, Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities, Start date: 07/2022, Hours devoted to OBA monthly: 10 hours during trading hours / 0 hours during non-trading hours. 2. Name of outside business or organization: Rental Property, Address: Warrensville Heights, OH44128, Title: Property owner, Description of outside business or organization: Passive rental income from property ownership. Description of duties or responsibilities: N/A, Start date: 11//2022, Hours devoted to OBA monthly: 0 hours during trading hours / 4 hours during non-trading hours. 3. Name of outside business or organization: SL8 Investments, LLC Address: 10080 East Mountainview Lake Drive, Suite 244, Scottdale, AZ 85258 Title: Member Description of outside business or organization: Investment-related privately held company formed to invest in limited partnership interests of private investment opportunities. Description of duties or responsibilities: Locate and determine the best acquisitions based on our investment criteria Start date: 04/2023 Hours devoted to OBA monthly: 0 hours during trading hours / 10 hours during non-trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-18 |
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