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2108 N Street #6798, Sacramento, CA 95816 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-22 |
Branch Locations
2108 N Street #6798, Sacramento, CA 95816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Shield Of California | Oakland | CA | 07/2012 | Present |
| Farnam Street Investments Llc | Folsom | CA | 03/2020 | 12/2023 |
| 245 Investments Llc | Sacramento | CA | 01/2024 | Present |
Alta Mesa Improvement Company/Alta Mesa Cemetery Association Non investment related 695 Arastradero Road, Palo Alto, CA 94306 Cemetery Operations & Finance Director 08/2016 3 hours/month 0 during trading hours Board of directors responsible for operations and finance Blue Shield of California Non investment related 601 12th St, Oakland, CA 94607 California not for profit health plan Senior Manager 07/2012 160 hours/month 60 hours/month during trading hours Manage supplier sourcing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-26 |
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