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10300 Sw Greenburg Road Suite 115, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-11 |
| CA | RA | APPROVED | 2024-05-31 |
| OR | RA | APPROVED | 2024-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 07/2016 | 07/2018 |
| Telescope Partners | San Francisco | CA | 07/2018 | 02/2021 |
| Aestuary, Inc. | San Francisco | CA | 01/2021 | Present |
| Rutherford Investment Management | San Francisco | CA | 04/2024 | Present |
the name of the other business; Aestuary, Inc. whether the business is investment-related; Not investment related the address of the other business: 3739 Balboa Street Num 1232, San Francisco, CA 94121 the nature of the other business: Sells consumer packaged goods online your position: Executive title, or relationship with the other business: Co-founder and Co-CEO the start date of your relationship: January 2021 the approximate number of hours/month you devote to the other business: 80 hours the number of hours you devote (per week) to the other business during securities trading hours: 8 hours per week during trading hours and briefly describe your duties relating to the other business: Involved in evaluating strategic decisions related to new business and operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-17 |
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