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Jirayr Rouben Kembikian

Citrine Capital

San Francisco, CA

CRD 5930493

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Employer firm

Citrine Capital CRD 171735

$347M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX RETURN PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Citrine Capital

535 Mission St 14Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-01-04
  • CA RA
    APPROVED
    Since 2016-01-04

Branch Locations

535 Mission St 14Th Floor, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citrine Capital, Llc San Francisco CA 01/2016 Present
  • 01/2016 → Present
    Citrine Capital, Llc
    San Francisco, CA
Previous Registrations
  • 2013-02-12 → 2016-01-27
    Ameritas Investment Company, Llc
    Lincoln, NE
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-29
S63 Uniform Securities Agent State Law Examination 2011-07-05
  • S65 Uniform Investment Adviser Law Examination
    2011-11-29
  • S63 Uniform Securities Agent State Law Examination
    2011-07-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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