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Marc William Lieberman

Shorepine Wealth Management, LLC

Tiburon, CA

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Current Employers
Shorepine Wealth Management, Llc

Tiburon, CA • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-03-27
CA RA APPROVED 2017-06-02
  • LA RA
    APPROVED
    Since 2023-03-27
  • CA RA
    APPROVED
    Since 2017-06-02

Branch Locations

1610 Tiburon Blvd. Suite 202, Tiburon, CA 94920 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ashfield Capital Partners, Llc San Francisco CA 01/2007 01/2017
Shorepine Wealth Management, Llc Tiburon CA 02/2017 Present
Previous Registrations
  • 2008-02-04 → 2017-04-04
    Ashfield Capital Partners
    San Francisco, CA
  • 2006-11-15 → 2007-07-16
    Ashfield & Co Inc
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-04-23
  • S63 Uniform Securities Agent State Law Examination
    1997-04-23
Designations

View on SEC IAPD

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FATA FINANCIAL · Tiburon, CA
OSAIC WEALTH, INC. · TIBURON, CA
GUARANTY FINANCE MANAGEMENT LLC · TIBURON, CA
PARTNERS FOR GROWTH · TIBURON, CA
SLEWGRASS PARTNERS LLC · TIBURON, CA
RING MOUNTAIN CAPITAL, LLC · TIBURON, CA
MEGALITH · TIBURON, CA

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