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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-01 |
| CA | RA | APPROVED | 2025-04-02 |
Branch Locations
9700 Village Center Drive, #236, Granite Bay, CA 95746 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Hawaii At Manoa | Honolulu | HI | 08/2012 | 05/2017 |
| Lpl Financial, Llc | Roseville | CA | 06/2017 | 04/2025 |
| Financial Advocates Investment Management | Roseville | CA | 03/2020 | 04/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2025 | Present |
8/6/2020 - Door Dash - Not Investment Related - Outside/W-2 Employment - Start Date: 7/11/2020 - 8 Hours Per Month/0 Hours During Securities Trading - Delivery driver.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-29 |
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