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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
100 Pine Street Suite 2150, San Francisco, CA 94111 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden State Renaissance Ventures, Llc Dba Golden Gate Global | San Francisco | CA | 08/2014 | 09/2017 |
| Mercer Global Advisors Inc. | San Francisco | CA | 10/2017 | 09/2018 |
| Golden Investment Advisers, Llc Dba Golden Wealth Management Grp | San Francisco | CA | 03/2021 | 05/2022 |
| Golden Wealth Management Group,Llc | San Francisco | CA | 10/2018 | 05/2019 |
| Golden State Renaissance Ventures, Llc Dba Golden Gate Global | San Francisco | CA | 10/2018 | 08/2022 |
| Golden Investment Advisers, Llc Dba Golden Wealth Management Grp | San Francisco | CA | 05/2019 | 03/2021 |
| Bank Of The West | San Francisco | CA | 09/2022 | 07/2023 |
| Bancwest Investment Services, Inc. | San Francisco | CA | 09/2022 | 07/2023 |
| Lpl Financial Llc | San Francisco | CA | 07/2023 | 01/2024 |
| Mercer Global Advisors Inc. | San Francisco | CA | 06/2025 | Present |
| Aspiriant, Llc | San Francisco | CA | 01/2024 | 05/2025 |
| Bmo Harris Bank N.A. | San Francisco | CA | 07/2023 | 01/2024 |
1. Accident & Health or Sickness, Life, Variable Life, and Variable Annuity Insurance Licenses; Investment-related; South San Francisco, CA; Insurance; Insurance Producer; 02/2017; Less than 1 hour per month, 0 hours during securities trading hours; Holds active insurance licenses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-08 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-22 |
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