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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-16 |
Branch Locations
1359 Bayshore Hwy Suite 210, Burlingame, CA 94010 • United States
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lfs Asset Management, Llc | San Ramon | CA | 08/2015 | 02/2023 |
| Lfs Asset Management, Llc | San Mateo | CA | 01/2015 | 02/2023 |
| Fortune Financial Services | Monaca | PA | 11/2021 | Present |
| Robertson Stephens Wealth Management, Llc | Burlingame | CA | 12/2022 | Present |
(1) Licensed Insurance Agent (2) Financial Aptitude Training Fiat-nonprofit financial literacy Volunteer Presenter - Not investment related - 2 hrs per month (3) IAR for Robertson Stephens Wealth Management started 1/2023 - 40 hrs week during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-26 |
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