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1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
| CA | RA | APPROVED | 2025-05-27 |
| NH | RA | APPROVED | 2025-05-27 |
Branch Locations
155 Fleet Street, Portsmouth, NH 03801 • United States
1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | New York | NY | 03/2013 | 02/2017 |
| Personal Capital Advisors Coprporation | Denver | CO | 03/2017 | 08/2019 |
| Johnson Financial Group | Denver | CO | 08/2019 | 04/2021 |
| Lake Street Advisors Group, Llc | Portsmouth | NH | 04/2021 | 02/2025 |
| The Oglethorpe Collective, Llc ("Toc-23") | Hingham | MA | 04/2025 | Present |
1) The Oglethorpe Collective ("TOC-23"): investment related, 18 Shipyard Drive #2a, Hingham, MA 02043 DBA for Inflection Capital Management, LLC, Managing Director, 04/2025-present, 120 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-24 |
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