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333 Bush Street Suite 1900, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-22 |
| CA | RA | APPROVED | 2026-05-08 |
Branch Locations
333 Bush Street Suite 1900, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercury Technologies Inc. | Sf | CA | 02/2022 | Present |
| Mercury Advisory Llc | Sf | CA | 08/2025 | Present |
| Tampa Bay Wave | Tampa Bay | FL | 11/2020 | 02/2022 |
| Unemployed | N/A | XX | 02/2020 | 11/2020 |
| Via | Nyc | NY | 10/2013 | 02/2020 |
Flyers Cocktails Advisory Board Member 04/2021 - Present Non-investment 1hr/month Medzoomer Advisory Board Member 09/2020 - Present Non-investment 1hr/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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