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435 Washington Street Suite A, Monterey, CA 93940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-13 |
Branch Locations
435 Washington Street Suite A, Monterey, CA 93940 • United States
60 West Alisal Street Suite 105, Salinas, CA 93901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integris Wealth Management | Monterey | CA | 02/2026 | Present |
| Integris Wealth Management | Monterey | CA | 06/2025 | 08/2025 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2022 | 06/2025 |
| Pebble Beach Company | Pebble Beach | CA | 07/2024 | 08/2024 |
| In-N-Out Burger | Salinas | CA | 06/2021 | 11/2024 |
| Student | Salinas | CA | 05/2016 | 09/2022 |
| N/A | Salinas | CA | 11/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-13 |
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