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Louisville, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
| CO | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2018-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonebridge Capital Management | Los Angeles | CA | 09/2013 | 12/2017 |
| Portsea Investments | Sierra Madre | CA | 01/2018 | Present |
Ysidro Capital Partners - Investment Related 2355 Westwood Blvd. #780, Los Angeles, CA 90064 Nature of Business: Real Estate Investment Position: Manager Start Date: February 2020 20-30 Hours per month, of which, 5 hours per month during trading hours Overall management, portfolio management, capital raising Inner-City Arts - Not Investment Related 720 Kohler Street, Los Angeles, CA 90021 Nature of Business: Non-profit provider of arts education in downtown Los Angeles. Position: Member (non-voting), Investment Committee of the Board of Directors Start Date: March 2015 1-2 meetings per year, none of which occurs during trading hours Advise and serve as resource for committee members who make investment policy and decisions on behalf of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-16 |
| S66 | Uniform Combined State Law Examination | 2002-10-03 |
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