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90 South E Street Suite 300, Santa Rosa, CA 95404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-03 |
| TX | RA | APPROVED | 2023-10-03 |
Branch Locations
600 California St. # 13-045, San Francisco, CA 94108 • United States
90 South E Street Suite 300, Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meritas Wealth Management | Larkspur | CA | 07/2020 | 09/2023 |
| Enspire Wealth Management | Santa Rosa | CA | 07/2023 | Present |
| Fidelity Investments | Westlake | TX | 02/2020 | 06/2020 |
| Student | Lubbbock | TX | 09/2011 | 12/2019 |
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