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San Ramon, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-02 |
| CA | RA | APPROVED | 2018-02-13 |
Branch Locations
Lafayette, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highmark Capital Management, Inc. | San Francisco | CA | 06/1998 | 02/2018 |
| Union Bank Of California, N.A. | San Francisco | CA | 06/1994 | 02/2018 |
| Blossom Wealth Management, Llc | Alamo | CA | 02/2018 | Present |
The National Association of Investors? (NAIC®); Not directly investment-related (financial education); 570 Kirts Blvd, Suite 237, Troy, MI 48084; Financial education for a non-profit organization; Director in the local San Francisco Chapter of volunteers; Since 1993; Approximately 10 hours/mo. (1 during trading hours); Teaching classes on financial literacy, including teaching on investing and investment concepts. I share how the software can be used to value companies. I also visit with investment clubs and share investment concepts.
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