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Fremont, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-03-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Viant Capital Llc | San Francisco | CA | 08/1998 | 02/2024 |
| Silicon Private Wealth, Llc | San Francisco | CA | 01/2019 | Present |
| Viant Ventures One, Llc | San Francisco | CA | 11/2017 | 02/2024 |
| Dresner Investment Services, Inc. | Chicago | IL | 05/2024 | Present |
1. PUENTE-INTERNATIONAL; Not Investment-related; Sonoma, CA; Tequila & Mescal producer/vendor;; Director; July 2018; Board Duties; 0.25 hours per month; 0.25 hrs./month during trading hours. 2. Viant Capital, LLC; Yes-investment related; Sonoma CA; Investment Banking, Venture Capital (Future investment banking and securities activities will be conducted through Dresner Investment Services); CEO/owner; August 1998; 30-40 hours/month; 4 hours/month during trading hours. 2. Microshares, Inc.; Not-investment related; Philadelphia, PA; IT-Cloud software; Director; February 2018; Director-level service; 5 hours/month; 0.25 hours/month during trading hours. 3. Silicon Private Wealth LLC; Yes-investment related; Fremont, CA; Wealth Advisory/Asset Management; Founder & Managing Director; April 2016; Locate new clients and manage existing client investments; 5-10 hours/month; 0.50 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-11 |
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