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275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-12-13 |
| TX | RA | APPROVED | 2014-08-20 |
| CA | RA | APPROVED | 2012-04-03 |
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 | 03/2012 | Present |
| Stratifi, Llc | San Francisco | CA | 05/2013 | 01/2018 |
| Gordian Investments, Llc. | San Francisco | CA | 06/2017 | 11/2018 |
1.) NAME: FORT POINT CAPITAL PARTNERS. TITLE: PARTNER. START DATE: 3/30/2012. INVESTMENT RELATED. DUTIES: MANAGEMENT, RELATIONSHIP MGMT, SALES/MARKETING, INVESTMENTS. ADDRESS: 275 SACRAMENTO ST, 8TH FLOOR SAN FRANCISCO CA 94111. APPROXIMATELY 400 HOURS PER MONTH. 2.) NAME: NEW FORT POINT INSURANCE SERVICES. TITLE: MEMBER. START DATE: 07.2016. INVESTMENT RELATED. DUTIES: OWNER/REFERRALS. ADDRESS: 275 SACRAMENTO ST, 8TH FLOOR SAN FRANCISCO CA 94111. APPROXIMATELY 5 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2003-05-07 |
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