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275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-06 |
| NY | RA | APPROVED | 2025-04-14 |
Branch Locations
Bronxville, NY • United States
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 |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 06/2017 | 08/2022 |
| None | New York | NY | 06/2016 | 05/2017 |
| Fort Point Capital Partners Llc | San Francisco | CA | 11/2022 | Present |
Fort Point Capital Partners, 275 Sacramento St, 8th Floor, San Francisco, CA 94111, Partner, Providing investment advisory services to HNW individuals and family offices.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-01 |
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