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275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| CA | RA | APPROVED | 2024-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co | Chicago | IL | 09/2009 | 11/2017 |
| American Century Investment Services, Inc. | Kansas City | MO | 11/2017 | 04/2019 |
| Massmutual Life Insurance Company | Los Angeles | CA | 04/2019 | 08/2020 |
| Mml Investors Services, Llc | Los Angeles | CA | 05/2019 | 08/2020 |
| Camden Capital Llc | Manhattan Beach | CA | 09/2020 | 09/2024 |
| Fort Point Capital Partners Llc | San Francisco | CA | 08/2024 | Present |
1) 8.2024: Managing Director at Fort Point Capital Partners (SEC Registered RIA) investment related, 275 Sacramento Street, 8th Floor, San Francisco, CA, 30+ hours/week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-05 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-12 |
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