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250 Montgomery Street Suite 200, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-14 |
Branch Locations
Pflugerville, TX • United States
250 Montgomery Street Suite 200, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cibc World Markets Corp | New York | NY | 06/2003 | 05/2020 |
| Unemployed | Brooklyn | NY | 06/2020 | 02/2021 |
| Celsius Network | Hoboken | NJ | 03/2021 | 08/2021 |
| Saidler & Co. Investment Management Llc | New York | NY | 09/2021 | 05/2023 |
| Valmar Capital Llc | Brooklyn | NY | 06/2023 | 05/2024 |
| Lionsoul Global | New York | NY | 05/2024 | Present |
Beginning in March 2024, serve as Partner sitting on investment committee of Pivot Global, a crypto venture syndicate that co-invests in venture opportunities in cryptocurrency, located at 1007 N Orange St. 4th Floor, 2290 Wilmington, DE 19801. Spend approximately 20 hours monthly devoted to Pivot Capitol. Activity does not take place during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-12 |
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