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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
San Francisco, CA • United States
Orange, CA • United States
840 Apollo St Suite 100, El Segundo , CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Hambro | London | 02/2017 | 05/2018 | |
| Kubera Wealth Ltd | London | 03/2016 | 01/2017 | |
| John Lamb Wealth Management | London | 06/2018 | 08/2019 | |
| Traveling | London | 09/2019 | 01/2020 | |
| Tanager Wealth Management | London | 02/2020 | 06/2024 | |
| Mullin Barens Sanford | Los Angeles | CA | 08/2024 | 04/2025 |
| Career Break | Orange | CA | 05/2025 | 12/2025 |
| Twin Peaks Wealth Advisors, Llc | San Francisco | CA | 01/2026 | Present |
| Unemployed | Orange County | CA | 07/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-03 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
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