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825 Page Street, Berkeley, CA 94710 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cutler Group, Lp | San Francisco | CA | 04/2012 | 10/2017 |
| Greywitt Capital Management | Larkspur | CA | 10/2017 | 12/2019 |
| Unemployed | Larkspur | CA | 01/2020 | 10/2020 |
| Cutler Group Lp | San Francisco | CA | 10/2020 | 06/2023 |
| Affinity Capital Advisors Llc | Berkeley | CA | 10/2023 | Present |
| Family Time | Larkspur | CA | 06/2023 | 10/2023 |
Metta Yoga Studio; Non-investment related; 8 Tamalpais Dr. San Rafael, CA 94925; Yoga studio owned and operated by spouse; Since 03/2017; About 10 hours/month; 0 trading hours/month; Helps on occasion with operations activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-06 |
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