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595 Coombs Street, Napa, CA 94559 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-03 |
| CA | RA | APPROVED | 2025-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barnhouse Napa Brews | Napa | CA | 08/2021 | 11/2023 |
| Loco Skincare | Napa | CA | 11/2022 | Present |
| R&R Maher Construction | Napa | CA | 06/2018 | 07/2023 |
| Taqueria Rosita | Napa | CA | 11/2016 | 03/2018 |
| Napa High School | Napa | CA | 08/2014 | 06/2018 |
| New York Life Insurance Co. | Roseville | CA | 08/2023 | 08/2025 |
| Nylife Securities Llc | Roseville | CA | 09/2023 | 08/2025 |
| Eagle Strategies Llc | Roseville | CA | 07/2024 | 08/2025 |
| 5T Wealth, Llc | Napa | CA | 08/2025 | Present |
[LoCo Skincare; 50% owner; Manufactures skincare products for retail and wholesale.; start 10/2022; 315 Pear Tree Terrace Unit F, Napa, CA, 94558; 32 hours per month, 4 hours during securities trading hours; non-investment related] Co-owner of a retail skincare company. Compensation is derived from owner\'s distributions. 5T Insurance Solutions, LLC; Investment-related; Insurance Agent; 595 COOMBS STREET Napa, CA 94559; Less than 5 hours per month devoted to business during or outside trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-11 |
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