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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-29 |
Branch Locations
200 Fourth Street Suite 100, Santa Rosa, CA 95401-6213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mgo Private Wealth, Llc | Irvine | CA | 04/2022 | 05/2024 |
| Eckhoff Wealth Management | San Rafael | CA | 03/2020 | 03/2022 |
| Eckhoff And Company | San Rafael | CA | 02/2020 | 03/2020 |
| Exchange Bank | Santa Rosa | CA | 06/2019 | 08/2019 |
| Safeway | Santa Rosa | CA | 03/2018 | 02/2020 |
| Lucky Supermarkets | Petaluma | CA | 07/2015 | 03/2018 |
| Spectrum Financial Management | San Rafael | CA | 07/2024 | 02/2025 |
| Charles Schwab & Co., Inc | Santa Rosa | CA | 04/2025 | Present |
| Charles Schwab Bank Ssb | Santa Rosa | CA | 04/2025 | Present |
Boldrini Dairy|Investment Related:No|Agriculture/Forestry/Fishing|Assistant|2022-05-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Help with farm annual renewal for organic certification and record keeping.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-20 |
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