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1 Harbor Drive Suite 300, Sausalito, CA 94965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
1 Harbor Drive Suite 300, Sausalito, CA 94965 • United States
2 disclosure categories 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 | San Francisco | CA | 01/2009 | 09/2018 |
| Raymond James Financial Services Advisors Inc. | San Francisco | CA | 01/2009 | 09/2018 |
| Baker Street Asset Management, Llc | San Francisco | CA | 09/2018 | Present |
1.RENTAL PROPERTY - OWN AND MANAGE RENTAL PROPERTY, VARIOUS ADDRESSES, 10 HRS/MONTH, 0 HRS DURING TRADING HOURS. 2. INSURANCE-NON VARIABLE - SAN FRANCISCO, CA. INSURANCE SALES. STARTED 11/02/2011 TO PRESNT. .15 HOURS WEEKLY, 0 DURING TRADING HOURS. 3. Name of Business : NA, Address: San Francisco, CA, Nature of the Business: Rental Real Estate, Position/Title: Proprietor/Owner, Investment Related: No, Start Date: 09/2010, Hours per month devoted to this business: 4, Hours per month devoted to this business during trading hours: 0, Description of duties: owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-27 |
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