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Sausalito, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-12-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macroclimate Llc | Sausalito | CA | 03/2004 | Present |
| Geofinancial Analytics, Inc. | Sausalito | CA | 08/2018 | Present |
| Geofinancial Analytics Canada Corp. | Sausalito | CA | 01/2026 | Present |
| Geofinancial Analytics Canada Corp. | Victoria, Bc | 01/2026 | Present |
1. Geofinancial Analytics, Inc; Investment-Related; Sausalito, CA; an independent, science-driven data provider whose civic mission is to accelerate the clean energy transition by informing decisions and business practices with transparent, objective analysis using advanced geospatial technology; Managing Director; 8/2018; 50 hrs/mo; 25 hrs/mo during securities trading hours; Duties are to oversee all operations of the business. 2. Dimensional Fund Advisors LP; Investment-Related; Sausalito, CA; Fund; Member, Sustainability Council; 1/2015; 1 hr/mo; 1 hr/mo during securities trading hours; Duties are to provide input on the best ways to provide sustainability investment solutions to investors. 3. Geofinancial Analytics Canada Corp.; Investment-Related; Sausalito, CA USA & Victoria, BC Canada; an independent, science-driven data provider whose civic mission is to accelerate the clean energy transition by informing decisions and business practices with transparent, objective analysis using advanced geospatial technology; Managing Director; 1/1/2026; 50 hrs/mo; 25 hrs/mo during securities trading hours; Duties are to oversee all operations of the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-10 |
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