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800 El Camino Real Suite 180, Mountain View, CA 94040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
Branch Locations
3000 El Camino Real Suite 200, Building 4, Palo Alto, CA 94306 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Law Offices Of Ivy May | Los Altos | CA | 01/2015 | 02/2022 |
| Unemployed | Los Altos Hills | CA | 02/2022 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Redwood City | CA | 09/2023 | 11/2023 |
| Edward Jones | St Louis | MO | 02/2024 | 03/2025 |
| Northern Star Generational Wealth | Palo Alto | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-10 |
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