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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-19 |
Branch Locations
4225 Executive Square Suite 1150, La Jolla, CA 92037 • United States
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laird Norton Wetherby Wealth Management, Llc | San Francisco | CA | 01/2024 | 01/2026 |
| Wetherby Asset Management | San Francisco | CA | 01/2019 | 12/2023 |
| Wetherby Asset Management | New York | NY | 01/2016 | 12/2018 |
| Prosperity - An Eisneramper Company | La Jolla | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
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