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275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-08-21 |
| CA | RA | APPROVED | 2008-06-16 |
Branch Locations
275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Point Capital Partners, Llc | San Francisco | CA | 06/2008 | Present |
| Stratifi, Llc | San Francisco | CA | 08/2017 | 05/2018 |
| Gordian Investments, Llc. | San Francisco | CA | 07/2013 | 11/2018 |
1.) NAME: FORT POINT CAPITAL PARTNERS LLC. TITLE: MANAGING PARTNER. START DATE: 06/2008. INVESTMENT-RELATED. DESCRIPTION: WORKING WITH FORT POINT CAPITAL PARTNERS AS AN INVESTMENT ADVISOR TO HIGH NET WORTH CLIENTS. APPROXIMATELY 40 HOURS PER WEEK. 2.) NAME: NEW FORT POINT INSURANCE SERVICES. TITLE: MEMBER. START DATE: 07/2016. DUTIES: OWNER/REFERRALS. INVESTMENT RELATED. APPROX 1 HOUR PER MONTH. 3.) NAME: NAX GROUP. TITLE: BOARD MEMBER. START DATE: 09/28/21. NON-INVESTMENT-RELATED. DESCRIPTION: NAX COMBINES CORPORATE ASSETS WITH DIGITAL ASSETS AND BRINGS THEM TO MARKET. DUTIES: REPRESENT SHAREHOLDER INTERESTS AND ASSIST THE CEO WITH STRATEGIC INITIATIVES. APPROXIMATELY 16 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-22 |
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