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16185 Los Gatos Boulevard Suite 205, Los Gatos, CA 95032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-08-02 |
Branch Locations
16185 Los Gatos Boulevard Suite 205, Los Gatos, CA 95032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scharf Investments, Llc | Scotts Valley | CA | 05/2009 | 09/2017 |
| Cultivate Financial Group Llc | Los Gatos | CA | 06/2017 | Present |
| Uc Santa Cruz Foundation | Santa Cruz | CA | 10/2013 | Present |
| Scharf Investments, Llc | Scotts Valley | CA | 11/2010 | 02/2018 |
| Scharf Investments, Llc | Scotts Valley | CA | 10/2017 | 03/2019 |
| American Construction & Education Services, Inc. Dba Aces Builde | The Woodlands | TX | 04/2022 | 01/2023 |
| University Of California Fiat Lux Alliance | Oakland | CA | 03/2024 | Present |
| University Of California Observatories Director's Advisory | Santa Cruz | CA | 08/2021 | Present |
UC Santa Cruz Foundation Trustee, Investment & Finance Committee Chair; Start date: 10/2013; Less than 5% of time. $0 income; Description: Attend quarterly trustee and committee meetings as well as other events supporting the mission of the UCSC Foundation including fundraising and networking. University of California Observatories Director's Advisory; Not investment related; Board Member; Start Date 08/2021; Santa Cruz, CA; Less than 5% of time. University of California Fiat Lux Alliance; Not investment related; Board Member; Start Date 03/2024; Oakland, CA; Less than 5% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-04 |
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