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4614 California Street Box1, San Francisco, CA 94118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
4614 California Street, San Francisco, CA 94118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Value, Llc | San Francisco | CA | 04/2010 | Present |
| University Of California - Berkeley | Berkeley | CA | 11/2016 | Present |
University of California - Berkeley, Adjunct Professor beginning 11/2016. Spends approx. 7 hours per week when class in session (16 weeks per year), none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-03 |
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