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555 California St. 29Th Floor, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-09 |
Branch Locations
555 California St. 29Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 12/2000 | 06/2024 |
| Bank Of America, N.A. | Walnut Creek | CA | 09/2009 | 06/2024 |
| Catton Capital Partners, Llc | San Francisco | CA | 12/2025 | Present |
| Unemployed | San Francisco | CA | 06/2024 | 12/2025 |
I*45006 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: TRUCKEE, CALIFORNIA 96161 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/1985 NUMBER OF HOURS DEVOTED: 50 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I OWN A SINGLE FAMILY HOME IN TRUCKEE THAT IS USED AS A RENTAL PROPERTY. A LOCAL PROPERTY MANAGEMENT COMPANY HANDLES THE RENTALS. I*414679 For profit or not for profit: Name of outside business organization: Santa Maria Catholic Church Investment related: N Address of business: Orinda, California, 94563 Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Serve on the finance council of the church in an advisory capacity to help the pastor monitor and budget for revenues and expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-28 |
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