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411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-17 |
Branch Locations
411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Wealth Management, Llc | Oakland | CA | 02/2025 | Present |
| New York Life Insurance Company | Elk Grove | CA | 09/2024 | 01/2025 |
| Sierra Central Credit Union | Roseville | CA | 07/2023 | 03/2024 |
| Junk Patrol | Roseville | CA | 01/2023 | 06/2023 |
| Sacramento State University | Sacramento | CA | 01/2022 | 06/2024 |
| Whole Foods | Oxnard | CA | 08/2021 | 12/2021 |
| Gander Tap House | Loomis | CA | 01/2019 | 07/2019 |
| Del Oro Highschool | Loomis | CA | 08/2015 | 05/2019 |
| University Of California State Channel Islands | Camarillo | CA | 08/2021 | 12/2021 |
| Chico State University | Chico | CA | 08/2019 | 05/2020 |
| Santa Barbara Community College | Santa Barbara | CA | 08/2020 | 05/2021 |
| Unemployed | Rocklin | CA | 06/2020 | 08/2020 |
| Unemployed | Rocklin | CA | 06/2024 | 09/2024 |
| Nugget Markets | Roseville | CA | 01/2022 | 10/2022 |
| Unemployed | Rocklin | CA | 06/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-17 |
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