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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED | 2022-12-09 |
Branch Locations
55 Old Bedford Road Suite 306, Lincoln, MA 01773 • United States
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vodia Capital, Llc | Lincoln | MA | 04/2015 | Present |
| Robertson Stephens Wealth Management, Llc | Lincoln | MA | 12/2022 | Present |
Wings for Widows; investment-related; 290 Peavey Road, Wayzata MN 55391, Provides financial coaching for new widows; Financial Coach; start date 06/01/2022; I devote 1% of my time to this activity; .5% during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-25 |
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