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651-C Broadway St., Sonoma, CA 95476 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Delta Group/Delta Advisors | Sonoma | CA | 08/1983 | Present |
| Oak Tree Securities, Inc. | Livermore | CA | 12/1990 | Present |
OWNS DELTA ADVISORS AN RIA FIRM. Author - 5 to 10 hours per week after market hours. Medicine Wheel Orchard - Grows fruit and sells at farmers markets, approximately 1 to 2 hours per week. Favrile - Selling sewing related supplies to friends and family. Very low volume, done on weekends.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-11-22 |
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