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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farther | San Jose | CA | 06/2026 | Present |
| Bethel Church Of San Jose | San Jose | CA | 10/2014 | 06/2018 |
| Royal Alliance | Redwood City | CA | 04/2019 | 04/2022 |
| San Jose State University | San Jose | CA | 08/2016 | 05/2018 |
| Pettinelli Financial Partners, Llc | Redwood City | CA | 06/2018 | 04/2022 |
| Advisors Capital Management | Ridgewood | NJ | 04/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-22 |
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