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801 Garden Street Suite 300, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-09-09 |
Branch Locations
801 Garden Street Suite 300, Santa Barbara, CA 93101 • United States
801 Garden Street Suite 300, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-12-23 |
Branch Locations
38 El Paseo Building, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Certis Capital Management, Inc. | Santa Barbara | CA | 05/2006 | Present |
| Merus Advisors, Llc | Santa Barbara | CA | 09/2016 | Present |
| Finalis Securities Llc | New York | NY | 09/2024 | Present |
| Amet Partners Gp, Llc | Santa Barbara | CA | 09/2021 | Present |
1.) Certis Capital Management, Inc; Investment-related; 801 Garden Street Suite 300, Santa Barbara, CA, 93101; Multi-family Office; Chief Risk Officer; 09/01/2005; 30; 30; Investment due diligence, portfolio management, investment recommendations. 2.) Merus Advisors, LLC; Investment-related; 801 Garden Street, Suite 300, Santa Barbara, CA, 93101; Registered Investment Advisors; Managing Director; 09/01/2016; 30; 30; Investment due diligence, portfolio management, investment recommendations. 3.) Amet Partners GP, LLC; investment-relatd; 801 Garden Street, Suite 300, Santa Barbara, CA, 93101; General Partner of a hedge fund investing in California Carbon Allowances; President; 08/23/2021; 100; 60; President & Portfolio Manager.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2009-12-19 |
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