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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-21 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
535 Mission Street Floor 14, San Francisco, CA 94105 • United States
535 Mission Street Floor 14, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-14 |
Branch Locations
535 Mission Street Floor 14, San Francisco, CA 94105 • 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 |
|---|---|---|---|---|
| Savvy | San Francisco | CA | 04/2026 | Present |
| Intellectus Partners Llc | San Francisco | CA | 09/2015 | 01/2017 |
| Karp Capital Management Corporation | Sausalito | CA | 01/2017 | 05/2020 |
| Navigation Group, Llc | Redwood Shores | CA | 09/2020 | 11/2024 |
| Self | San Francisco | CA | 05/2020 | 09/2020 |
| Lpl Financial Llc | Redwood City | CA | 03/2023 | 04/2026 |
| Midas Capital Management | San Francisco | CA | 11/2024 | 04/2026 |
1) 1/2023- Real Estate Rental- owner- inv. related- 4748 Hamburg Street, Las Vegas, NV 89147- start date 8/1/2021- 0hrs 2) Midas Capital Management- DBA for Savvy Advisors(entity for DBA for Savvy Advisors)- INV Related-San Francisco, CA - Start date 02/03/2025- 40 Hours Per Month- 27 Hours During Trading; same responsibilities as role with Savvy, this is the DBA for this role.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-08 |
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