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115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2022-03-03 |
Branch Locations
115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Francisco | CA | 05/2012 | 02/2017 |
| Trailrunner International | Truckee | CA | 03/2017 | 04/2020 |
| Painted Porch Advisors, Llc | Santa Barbara | CA | 05/2020 | 01/2022 |
| Painted Porch Advisors, Llc | Santa Barbara | CA | 01/2022 | 06/2023 |
| Painted Porch Advisors, Llc | Santa Barbara | CA | 06/2023 | Present |
Entity Name: UNITY COLLAB, SOUTHLAKE, TX Investment Related: No Address: 1200 Earlston Court, Southlake, TX 76092 Nature of other business: Charity organization Position/Title/Relationship: Investor/Advisor Start Date: June 2018 Approximate number of hours/month: 10 Approximate number of hours during securities trading hours: 0 Briefly describe duties: Business consultation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-23 |
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