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Account
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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-12 |
Branch Locations
345 California Street Suite 1100, San Francisco, CA 94104 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-02 |
Branch Locations
345 California Street Suite 1100, San Francisco, CA 94104 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bingham, Osborn & Scarborough Llc | San Francisco | CA | 05/2010 | 10/2021 |
| Cerity Partners Llc | San Francisco | CA | 11/2021 | Present |
Oski Management Inc.; Investment related; Family office; San Francisco, CA; Vice President; Started 11/2017; 8-15 hours per month; 0 hours during trading hours; oversees investment management of one family's assets. G2 Insurance Services, Inc.; Investment related; Insurance broker; San Francisco, CA; Member of Board of Managers; Started 01/2019; 3 hours per month; 1 hour during trading hours; participates as a member of the Board of Managers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-01 |
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