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725 Sixth Street, Eureka, CA 95501-1103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Financial Group | Eureka | CA | 08/2021 | Present |
| North Coast Dance | Eureka | CA | 11/2018 | 12/2022 |
| Lost Coast Light & Sound | Eureka | CA | 01/2019 | 12/2021 |
| Coast Central Credit Union | Eureka | CA | 11/2018 | 08/2021 |
| Umpqua Bank | Eureka | CA | 07/2015 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-12 |
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