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1 Harbor Drive Suite 300, Sausalito, CA 94965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-02-28 |
Branch Locations
1 Harbor Drive Suite 300, Sausalito, CA 94965 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | San Francisco | CA | 07/2011 | 09/2018 |
| Raymond James Financial Services Advisors Inc. | San Francisco | CA | 07/2011 | 09/2018 |
| Litebite, Inc. | San Francisco | CA | 01/2011 | 09/2019 |
| Investor'S Fiduciary Advisor Network, Llc | San Francisco | WA | 10/2018 | 01/2019 |
| Baker Street Asset Management, Llc | San Francisco | CA | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-07 |
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