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Tiburon, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sophia Llc | New York | NY | 11/2001 | Present |
| Belvedere Global Investors | Belvedere | CA | 05/2009 | 06/2017 |
Since July 2024, CEO of TinderWealth Technologies Inc, an entity affiliated with TinderWealth LLC. TinderWealth Technologies is a software development company located at 1209 N Orange St., Wilmington, DE 19801 . The CEO position requires about 20 hours of work per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-06 |
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