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155 Passaic Ave Suite 400, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-07 |
Branch Locations
493 Edgewood Road, San Mateo, CA 94402 • United States
155 Passaic Ave Suite 400, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | San Francisco | CA | 05/2003 | 05/2023 |
| J.P. Morgan Securities | San Francisco | CA | 05/2023 | 07/2024 |
| Sandro Wealth Management Llc | San Mateo | CA | 09/2025 | Present |
| Unemployed | San Mateo | CA | 08/2024 | 08/2025 |
1) San Francisco SPCA; Yes investment-related; San Francisco, CA; Animal welfare organization; Board Member & President; 1/2/2018; 1 hour per month; 1 hour during securities trading; I am on the investment committee of the SFSPCA, I am not an authorized agent on any of the organization's accounts. 2) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-28 |
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