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275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-13 |
| CA | RA | APPROVED | 2016-06-02 |
Branch Locations
275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Sonoma, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-07-17 |
Branch Locations
4040 Civic Center Drive Suite 200, San Rafael, CA 94903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeside North Capital Advisors, Llc | San Rafael | CA | 05/2015 | Present |
| Fort Point Capital Partners | San Francisco | CA | 06/2016 | Present |
1) Mr. Anderson is an owner and investment adviser representative (IAR) of Lakeside North Capital Advisors, LLC, a California state registered investment adviser. Mr. Anderson may provide investment advice to clients of Lakeside North in his capacity as an IAR. These investment advisory activities are separate from the investment advisory activities Mr. Anderson conducts for Fort Point and Fort Point clients, ~ 5 hours per month. 2) NOB: Mark A. Anderson, CFP. TITLE: Expert Witness. Start Date: 11/09/2016. Non-Investment Related. Duties: Opine regarding the change in value of an investment portfolio during a given time period.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-03-11 |
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