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601 California Street Suite 300, San Francisco, CA 94108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearbridge Investments | New York | NY | 08/2014 | 09/2017 |
| Legg Mason Investor Services Llc | Stamford | CT | 08/2014 | 09/2017 |
| Legg Mason & Co Llc | Bellevue | WA | 08/2014 | 09/2017 |
| Penn Capital Management Company, Inc. | Philadelphia | PA | 03/2018 | 10/2020 |
| Foreside Fund Services, Llc | Philadelphia | PA | 04/2018 | 10/2020 |
| Seeking New Employment/ Moving Cross Country | Bellevue | WA | 10/2017 | 03/2018 |
| Wells Fargo Advisors Financial Network, Llc | Staten Island | NY | 12/2020 | 10/2023 |
| Teramo Advisors | Moorestown | NJ | 10/2023 | 09/2024 |
| Quasar Distributors, Llc | Moorestown | NJ | 01/2024 | 09/2024 |
| Arbor Court Capital, Llc | Broadview Heights | OH | 04/2025 | 10/2025 |
| Potomac Fund Management | Moorestown | NJ | 10/2024 | 01/2026 |
| Paralel Distributors Llc | Denver | CO | 11/2025 | 01/2026 |
| Main Management Llc | San Francisco | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-21 |
| S66 | Uniform Combined State Law Examination | 2010-11-29 |
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