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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-20 |
Branch Locations
1550 El Camino Real, Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brownson Rehmus & Foxworth | Menlo Park | CA | 09/2012 | 12/2019 |
| Dasha Boutique | San Francisco | CA | 01/2003 | Present |
| Portola Partners | Menlo Park | CA | 01/2020 | 03/2023 |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient | Menlo Park | CA | 01/2023 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Name of Business: Dasha Boutique Investment-related: No Address: 2814 Lyon St, San Francisco, CA 94123 Nature of Business: Jewelry Boutique Position: Owner Start date: 2004 Hours/Month: 15-30 hours per year Hours/Month During Security Trading Hours: 0 Duties: Oversee the website and customer emails Name of Business: 2812-2814 Lyon St, LLC Investment-related: Yes Address: 2814 Lyon Street, San Francisco, CA 94123 Nature of Business: Position: Partner Start date: 2013 Hours/Month: 3 hours/year Hours/Month During Security Trading Hours: 0 Duties: Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-13 |
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