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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED_RES | 2020-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Personal Finance, Llc | San Francisco | CA | 05/2017 | Present |
| Smartly Collective Services | San Francisco | CA | 09/2014 | Present |
| Empedocles Design | San Francisco | CA | 10/2004 | 03/2017 |
Christina Empedocles is the Founder of Smartly Collective Services, a personal finance educational company. This activity accounts for 15% of her time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-19 |
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