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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-25 |
Branch Locations
75 Hawthorne Street Suite 2300, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vine Street Wealth Management, Llc | Mill Valley | CA | 06/2018 | 05/2019 |
| Blackrock Investments, Llc | San Francisco | CA | 01/2016 | 05/2018 |
| Waypoint Wealth Partners | San Francisco | CA | 05/2019 | 11/2020 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 11/2020 | 05/2025 |
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2020 | 05/2025 |
| Blackrock Investment Management, Llc | San Francisco | CA | 01/2016 | 05/2018 |
| Blackrock, Inc | San Francisco | CA | 01/2016 | 05/2018 |
| Gc Wealth Management Ria, Llc | San Francisco | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-22 |
| S66 | Uniform Combined State Law Examination | 2004-01-16 |
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