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275 Shoreline Drive Unit 120, Redwood City, CA 94065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-31 |
Branch Locations
275 Shoreline Drive Unit 120, Redwood City, CA 94065 • United States
275 Shoreline Drive #120, Redwood, CA 94065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glassdoor | Mill Valley | CA | 01/2014 | 01/2018 |
| Advent Properties | Oakland | CA | 01/2018 | 01/2021 |
| Sofi | Sanfransisco | CA | 01/2021 | 01/2024 |
| Sofi | Oakland | CA | 01/2019 | 12/2023 |
| Sofi | Oakland | CA | 02/2018 | 12/2023 |
| Sofi | Oakland | CA | 01/2018 | 12/2023 |
| Sofi | Oakland | CA | 02/2018 | 12/2023 |
| Ocean Iq | Reddwood City | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-17 |
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