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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-05 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 06/2017 |
| Sf Sentry Securities, Inc. | San Francisco | CA | 06/2017 | Present |
| San Francisco Sentry Investment Group | San Francisco | CA | 06/2017 | Present |
| Integrated Advisors Network, Llc | Palos Verdes Estates | CA | 09/2021 | Present |
OBA 1 RENTAL PROPERTY; INVESTMENT RELATED; PHOENIX, AZ; 10% OWNERSHIP; START DATE = 2005; MINIMAL TIME DEVOTED; NONE DURING TRADING HOURS. OBA 2 RENTAL PROPERTY (CONDO); INVESTMENT RELATED; BAJA MEXICO; OWNER; START DATE 2006; 0 HRS PER MONTH; 0 HRS DURING TRADING. OBA 3 San Francisco Maritime National Park Assn; Non-investment related; California; Board of Directors; Start Date 2012; 4 HRS per month; 0 HRS during trading OBA 4 Olympic Club Foundation; Non-investment related; California; Board of Directors; Start Date 2012; 4 HRS per month; 0 HRS during trading OBA 5 SAN FRANCISCO SENTRY INVESTMENT GROUP; INVESTMENT-RELATED: Yes; ADDRESS: 100 PINE STREET, SUITE 2700 SAN FRANCISCO, CA 94111; NATURE: SEC REGISTERED INVESTMENT ADVISOR - PROVIDE INVESTMENT ADVISORY SERVICES; POSTION, TITLE OR RELATIONSHIP: Investment Adviser Representative; START DATE: 06/2017; # OF HRS/MTH: 160; # OF HRS/MTH DURING TRADING HRS: 160; DUTIES: PROVIDE INVESTMENT ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-26 |
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