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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cumulus Advisors Llc | San Francisco | CA | 04/2015 | Present |
| Ramsbacher Prokey Llp | San Jose | CA | 01/1990 | Present |
RAMSBACHER PROKEY LEONARD LLP NON INVESTMENT-RELATED 111 W. ST. JOHN STREET, SUITE #1200, SAN JOSE, CA 95113 ATTORNEYS AT LAW ROLE: OF COUNSEL START DATE: 01/2015 HOURS/MONTH: 2 HOURS/TRADING HOURS: 2 I PROVIDE INDIVIDUALIZED SOLUTIONS IN SOPHISTICATED ESTATE, GIFT AND CHARITABLE TAX PLANNING AS WELL AS ASSIST CLIENTS WITH TRUST AND PROBATE ADMINISTRATION ORYX PARTNERS, LLC & ORYX CAPITAL PARTNERS, LLC. NON-INVESTMENT RELATED 3201 DANVILLE BLVD., #265 ALAMO, CA 95407 ROLE: CO-FOUNDER; REAL ESTATE DEVELOPER START DATE: MAY 2013 HOURS/MONTH: 5 HOURS/TRADING HOURS: 2 OVERSEE EXISTING REAL ESTATE PROJECTS AND CORPORATE GOVERNANCE A&A HEALTH SERVICES LLC & ALAMO HEALTH MANAGEMENT LLC NON-INVESTMENT RELATED 3201 DANVILLE BLVD., #265 ALAMO, CA 95407 ROLE: CO-FOUNDER; CHIEF OF STRATEGY AND GROWTH START DATE: JANUARY 2019 HOURS/MONTH: 70 HOURS/TRADING HOURS: 20 OVERSEE COMPANY GROWTH IN PURCHASING AND OPERATING MENTAL HEALTH FACILITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-01 |
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