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One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-06 |
Branch Locations
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Avenue Asset Management | San Francisco | CA | 09/2023 | Present |
| Baker Avenue Asset Management | San Francisco | CA | 06/2012 | 09/2021 |
| Sand Hill Global Advisors Llc | Palo Alto | CA | 09/2021 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-15 |
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