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85 Willow Road, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Torrance | CA | 09/2016 | 08/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Bellflower | CA | 01/2017 | 05/2019 |
| Lyft | San Francisco | CA | 02/2017 | 03/2019 |
| Bankers Life & Casualty, Inc | Long Beach | CA | 05/2019 | 01/2021 |
| Bankers Life Securities, Inc | Long Beach | CA | 08/2019 | 01/2021 |
| Nylife Securities Llc. | Glendale | CA | 02/2021 | 09/2021 |
| New York Life Insurance Company | Glendale | CA | 01/2021 | 09/2021 |
| Eagle Strategies Llc | Glendale | CA | 03/2021 | 09/2021 |
| Robinhood Financial, Llc. | Lake Mary | FL | 09/2021 | Present |
| Robinhood Markets, Inc | Lake Mary | FL | 06/2022 | Present |
| Robinhood Asset Management, Llc | Menlo Park | CA | 05/2025 | Present |
Published book; Not investment-related; Writer; 4/2016; 0 hours per week; I wrote a book that I get residual income. I may eventually do speaking engagements and promotions but for now it is residual.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-10 |
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