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999 Fifth Ave., Suite 300, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-03-11 |
Branch Locations
999 Fifth Ave., Suite 300, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westhill Financial Advisors, Inc. | San Rafael | CA | 02/2010 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 999 Fifth St. Suite 300 San Rafael, CA 94901; President & CEO; 35% Ownership Interest; 1-5 Hours/month during non-business hours 2) Advisory Council Member of Heritage Bank of Commerce; Non-Paid Member; 999 5th Ave, Suite 100, San Rafael, CA 94901
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-03 |
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