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38 Keyes Ave Suite 200, San Francisco, CA 94129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-02 |
Branch Locations
38 Keyes Ave Suite 200, San Francisco, CA 94129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bcw Securities Llc | San Francisco | CA | 02/2013 | 06/2021 |
| Delta Investment Management, Llc | San Francisco | CA | 10/2018 | 01/2021 |
| Atlas Capital Advisors | San Francisco | CA | 07/2021 | Present |
OTHER BUSINESS: SOLARI ESTATE VINEYARDS INVESTMENT RELATED: NO, IT IS A WINERY ADDRESS: 1100 LARKMEAD LANE, CALISTOGA, CALIFORNIA 94515 POSITION/TITLE: PRESIDENT AND BOARD MEMBER START DATE:01/1993 NUMBER OF HOURS/MONTH:10/MONTH NUMBER OF HOURS DURING TRADING:NONE DUTIES:ATTEND BOARD MEETINGS, WORK WITH OTHER BOARD MEMBERS TO OVERSEE THE WINERY AND VINEYARDS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-19 |
| S66 | Uniform Combined State Law Examination | 2007-02-08 |
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