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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-11 |
Branch Locations
117 West Lake Street, Mount Shasta, CA 96067 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enso Wealth Management, Llc | Mount Shasta | CA | 05/2022 | 01/2023 |
| Acgc, Inc. | Eureka | CA | 04/2020 | 04/2021 |
| Aflac | Eureka | CA | 01/2020 | 04/2020 |
| Coast Central Credit Union | Eureka | CA | 06/2019 | 01/2020 |
| Vip Pet Care | Windsor | CA | 01/2018 | 06/2019 |
| Starbucks | Petaluma | CA | 10/2015 | 01/2018 |
| Sonoma State University | Rohnert Park | CA | 06/2015 | 06/2019 |
| Unemployed | Mount Shasta | CA | 04/2021 | 05/2021 |
| 1099 Contractor For Mark Clure | Mount Shasta | CA | 05/2021 | 05/2022 |
| Choreo, Llc | Mount Shasta | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
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