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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
2633 Camino Ramon Ste 452, San Ramon, CA 94583 • United States
300 Colorado St Ste 2600, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Walnut Creek | CA | 04/2023 | Present |
| Ubs | Walnut Creek | CA | 06/2022 | 04/2023 |
| Road Kings Trucking | Fresno | CA | 04/2021 | 05/2022 |
| University Of California, Irvine School Of Law | Irvine | CA | 05/2018 | 12/2018 |
| Center For Science In The Public Interest | Washington | DC | 05/2019 | 07/2019 |
| Northern District Of California | San Francisco | CA | 05/2018 | 07/2018 |
| Dfa Of California | Fresno | CA | 08/2016 | 06/2017 |
| University Of California, Irvine School Of Law | Irvine | CA | 08/2017 | 06/2020 |
| Na | Selma | CA | 01/2021 | 04/2021 |
| Dfa Of California | Kingsburg | CA | 08/2022 | 10/2022 |
| Dfa Of California | Kingsburg | CA | 08/2021 | 11/2021 |
| Dfa Of California | Kingsburg | CA | 10/2020 | 01/2021 |
| Na | Selma | CA | 07/2020 | 09/2020 |
| Lion Street Financial | Austin | TX | 10/2024 | Present |
| Lion Street Advisors | Austin | TX | 10/2024 | Present |
| Integrity Alliance, Llc. | San Ramon | CA | 11/2025 | Present |
| Integrity Alliance, Llc. | San Ramon | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-06 |
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