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One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-02-08 |
Branch Locations
One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Walnut Creek | CA | 09/2007 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 10/2009 | 01/2019 |
| Seven Post Investment Office Lp | San Francisco | CA | 01/2019 | Present |
I*106921 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BB EVENTS AND PLANNING INVESTMENT RELATED: N ADDRESS OF BUSINESS: MOUNTAIN HOUSE, CALIFORNIA 95391 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 7/3/2017 NUMBER OF HOURS DEVOTED: 15 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WEDDING & EVENT PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-09 |
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