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Cobb, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Francisco | CA | 03/2017 | 08/2019 |
| Homemaking | Oakland | CA | 09/2013 | 02/2017 |
| H&R Block | Oakland | CA | 11/2019 | 04/2021 |
| Terra Blue Wealth Management | Sausalito | CA | 12/2020 | 10/2021 |
| Whisper Financial Llc | Oakland | CA | 10/2021 | Present |
| Sublime Feline Llc Dba Whisper Tax | Oakland | CA | 05/2019 | Present |
| Origin Financial | Boston | MA | 07/2022 | 03/2023 |
| Blend Financial Inc. Dba Origin Financial | Boston | MA | 10/2023 | 10/2025 |
| Commonwealth Financial Network | Sausalito | CA | 09/2021 | 10/2021 |
| Origin Investment Advisory Llc | Cobb | CA | 12/2023 | 09/2025 |
Co-owner, Sublime Feline, LLC; selling home goods; Located in Oakland, CA; as of 06/03/2019; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-19 |
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