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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-04 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Wealth Management | San Francisco | CA | 04/2016 | 08/2022 |
| Silicon Valley Bank | San Francisco | CA | 08/2022 | 03/2023 |
| Farther | San Francisco | CA | 04/2025 | Present |
| First Citizens Bank | San Francisco | CA | 03/2023 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-18 |
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