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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
Branch Locations
178 Big Trees Road Suite B-1, Murphys, CA 95247 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sierra Family Wealth | Murphys | CA | 01/2026 | Present |
| Creede-Blyth Law Apc | Fresno | CA | 11/2023 | 11/2025 |
| Lang Richert & Patch | Fresno | CA | 11/2022 | 11/2023 |
| Feather River Community College | Quincy | CA | 08/2015 | 12/2022 |
| Granite Hills High School | Porterville | CA | 08/2017 | 08/2021 |
| Porterville College | Porterville | CA | 08/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-08 |
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