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1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-18 |
| CA | RA | APPROVED | 2024-11-15 |
Branch Locations
San Anselmo, CA • United States
1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Walnut Creek | CA | 01/2007 | 03/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2021 |
| Blackrock | San Francisco | CA | 03/2021 | 10/2024 |
| Blackrock Investment Llc | San Francisco | CA | 03/2021 | 10/2024 |
| Inflection Capital Management, Llc | San Francisco | CA | 10/2024 | Present |
OAA#: 57319 | Org Name:Olympic Club Foundation | Org Addr:San Francisco, CA, US | Nature of Bus:Philanthropy | Invst Rel:N | Title:Board member | Duties:Various committees for grant recommendations. | Start Dt:10/16/2018 | Total Hrs p/m:2 | Sec Trdng Hrs p/m:0 Graeagle Land and Water, 7431 CA-89, Graeagle, CA 96103. Land management. Senior Advisor. Assisting a family run business with governance planning. 1 hours per month. Start Date 01/2019- Non-Investment related. Graeagle Foundation, 7431 CA-89, Graeagle, CA 96103. Land management. CFO and Treasurer. Less than 10% of my time per month. Start date 08/2026. Not investment- related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-11 |
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