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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-28 |
Branch Locations
1145 Market St 5Th Flr, San Francisco, CA 94103 • United States
6500 S Macadam Avenue Suite 125, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 05/2015 | 05/2018 |
| Incapital Llc | Boca Raton | FL | 05/2018 | 08/2018 |
| Eqis | San Rafael | CA | 08/2018 | 02/2019 |
| Rfs Partners | San Francisco | CA | 02/2019 | 03/2023 |
| Lpl Financial Llc | Millbrae | CA | 08/2023 | 01/2026 |
| Unemployed | Millbrae | CA | 03/2023 | 08/2023 |
| Voya Financial Advisors | Millbrae | CA | 06/2026 | Present |
| Unemployed | Millbrae | CA | 01/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-30 |
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