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1101 Fifth Avenue Suite 305, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-24 |
| CA | RA | APPROVED | 2016-12-08 |
Branch Locations
1101 Fifth Avenue Suite 305, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Financial Group, Llc | San Rafael | CA | 12/2016 | Present |
| Trevor Scotto, Sole Proprietor | San Rafael | CA | 08/2016 | 04/2018 |
| Databricks | San Francisco | CA | 07/2016 | 01/2017 |
| Marin Wealth Advisors | San Rafael | CA | 08/2016 | 12/2016 |
| Trevor Scotto, Cdfa | Lafayette | CA | 07/2018 | 02/2020 |
| Qualified Qdro | Novato | CA | 01/2019 | 02/2020 |
| Munc & Cooper Cpas Llp | Larkspur | CA | 10/2019 | 07/2020 |
| Trevor Scotto, Real Estate Agent | Novato | CA | 01/2020 | 12/2021 |
| East Bay Cdfa, Llc | Novato | CA | 03/2020 | 02/2023 |
| Fiduciary Financial Group, Llc | San Rafael | CA | 11/2021 | 02/2025 |
| Fiduciary Financial Group, Llc | San Rafael | CA | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-01 |
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