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400 Oyster Point Blvd. Suite 407, South San Francisco, CA 94080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-18 |
| NJ | RA | APPROVED | 2025-02-18 |
| NY | RA | APPROVED | 2025-02-13 |
| TX | RA | APPROVED_RES | 2025-02-13 |
| PA | RA | APPROVED | 2013-05-30 |
Branch Locations
400 Oyster Point Blvd. Suite 407, South San Francisco, CA 94080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xtronx, Inc | San Francisco | CA | 01/2000 | Present |
| Alpha Solutions Investment Advisors | San Francisco | CA | 01/2011 | Present |
| Valstock Management Inc | San Francisco | CA | 01/2017 | Present |
| Wsj Management, Llc | San Francisco | CA | 09/2015 | Present |
I AM ALSO EMPLOYED AT XTRONX, INC. A NON-INVESTMENT-RELATED BUSINESS LOCATED AT 90 NEW MONTGOMERY STREET, SUITE 408, SAN FRANCISCO, CA 94105, THIS COMPANY IS IN THE DIGITAL VIDEO BILLBOARD INDUSTRY. MY TITLE IS EXECUTIVE VICE PRESIDENT OF OPERATIONS, I'VE BEEN EMPLOYED AT XTRONX SINCE 2000, I CURRENTLY PERFORM 2 HOURS OF WORK PER MONTH AND APPROXIMATELY 0 HOURS PER WEEK DURING TRADING HOURS. I AM ALSO EMPLOYED AT VALSTOCK MANAGEMENT INC AND WSJ MANAGEMENT LLC, REAL ESTATE RELATED BUSINESSES, NOT INVESTMENT RELATED BUSINESS, I AM ON THE BOARD OF DIRECTORS OF THESE TWO COMPANIES, I CURRENTLY PERFORM 2 HOURS OF WORK PER QUARTER AND APPROXIMATELY 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-19 |
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