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3 East Third Ave. Office 323, San Mateo, CA 94401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-01 |
Branch Locations
3 East Third Ave., Office 323, San Mateo, CA 94401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearpath Capital Partners Llc | San Francisco | CA | 03/2012 | 01/2018 |
| Mutual Advisors,Llc | Casper | WY | 01/2018 | 09/2019 |
| Catalyst Private Wealth, Llc | San Francisco | CA | 10/2019 | Present |
THE LONELY MUSHROOM; NON-INVESTMENT RELATED; 1329 PALOMA AVE, BURLINGAME, CA 94010; CUSTOM CRUSH WINE; FOUNDER; START DATE 2/21/19; 5 HRS PER MONTH, NO HRS DURING SECURITIES TRADING; PRODUCE WINE THROUGH CUSTOM CRUSH CONTRACTS THEN SELL WINE TO RETAILERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-15 |
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