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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
| CA | RA | APPROVED | 2023-01-17 |
Branch Locations
One Montgomery Ctr Ste 2800, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | Burlingame | CA | 07/2012 | 01/2023 |
| Truist Investment Services, Inc. | San Francisco | CA | 01/2023 | Present |
| Truist Advisory Services, Inc. | San Francisco | CA | 01/2023 | Present |
KRISTI YAMAGUCHI'S ALWAYS DREAM POSITION: Finance Committee Member NATURE: I have been asked to be on the Finance Committee of this non-profit organization that deals with childhood literacy in the San Francisco Bay Area and Hawaii. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2025 ADDRESS: Danville CA, United States DESCRIPTION: Work with Executive Director and staff to define the short-term and long-term funding needs of the organization. Recommending policies that maintain and improve the financial health and integrity of the organization. Reviewing and recommending a long-range financial plan for the organization. Reviewing and recommending an annual operating budget and annual capital budget consistent with the long-range financial plan and policies. Through the investment sub-committee, recommending to the board policies governing investments. Approving the selection of independent investment advisors and managers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-28 |
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