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1999 Harrison Street Suite 1800, Oakland, CA 94612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-03-21 |
Branch Locations
1999 Harrison Street Suite 1800, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financially Healthy, Llc | San Francisco | CA | 01/2011 | Present |
Advisers Give Back A nonprofit organization that matches advisors with people looking for free personal financial advice. 490 43rd Street, Suite 350 Oakland, CA 94609 https://advisersgiveback.org/ Since October 2022, I have volunteered with Advisors Give Back for about 4 hours/month during securities trading hours. I talk on the phone 1 hour/week with a person calling in for free personal financial advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-18 |
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