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3025 Harborview Drive, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Presidio Capital Advisors Llc | San Francisco | CA | 12/2014 | Present |
| Alti Tiedemann Global | Bethesda | MD | 12/2014 | 12/2024 |
| Aerie Advisory Group, Llc | Gig Harbor | WA | 12/2024 | Present |
| Aerie Advisory Group, Llc | Gig Harbour | WA | 12/2024 | Present |
Founder of Integrated Wealth Platform, Inc, which is a reporting software for families and their advisors. I do not receive any commissions. The software does not give investment advice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2002-12-09 |
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