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275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-09-16 |
Branch Locations
275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Llc | San Francisco | CA | 09/2002 | 03/2020 |
| Fort Point Capital Partners Llc | San Francisco | CA | 04/2020 | Present |
| Uhlmann Price Securities, Llc | Chicago | IL | 04/2020 | Present |
NOB: Uhlmann Price Securities, LLC. Title: Managing Director. Start Date: April 2020. Investment Related. Duties: Managing Director. NOB: Fort Point Capital Partners LLC. Address: 275 Sacramento Street, San Francisco, CA 94111. Title: Managing Director. Start Date: April 2020 Investment Related. Dutie: Investment Advisory Representative. Hours per week: 40.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-05 |
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