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Petaluma, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-30 |
Branch Locations
Petaluma, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 07/2023 | 10/2025 |
| University Of Utah | Salt Lake City | UT | 08/2018 | 05/2023 |
| Woods Cross High School | Woods Cross | UT | 08/2015 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| San Francisco Wealth Planning Llc | Petaluma | CA | 10/2025 | 06/2026 |
| San Fransisco Wealth Planning Llc | Petaluma | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-25 |
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