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Fremont, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-06 |
| CA | RA | APPROVED | 2017-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Erg Inc. | Campbell | CA | 01/2016 | 09/2016 |
| Cadence Design Systems | San Jose | CA | 11/2016 | 11/2025 |
| Sagepointe Advisors Llc | Fremont | CA | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-18 |
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