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245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-11-15 |
Branch Locations
44 Montgomery Street, Suite 3030, San Francisco, CA 94104 • United States
245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integral Financial Solutions, Llc | San Francisco | CA | 02/2010 | Present |
| Sand Hill Global Advisors, Llc | Palo Alto | CA | 11/2019 | Present |
NAME OF OTHER BUSINESS: INTEGRAL FINANCIAL SOLUTIONS, LLC INVESTMENT RELATED: YES ADDRESS: 44 MONTGOMERY ST. SUITE 3030 SAN FRANCISCO, CA 94104 NATURE OF OTHER BUSINESS: INVESTMENT MANAGEMENT AND FINANCIAL PLANNING POSITION/TITLE/RELATIONSHIP: CO-FOUNDER AND PARTNER START DATE: 02/2010 APPROXIMATE NUMBER OF HOURS/MONTH: FULL TIME, APPROXIMATELY 160 HOURS/MONTH NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: MOSTLY ALL DURING SECURITIES TRADING HOURS DUTIES DESCRIPTION: INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
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