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Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiburon Capital Management, Llc | New York | NY | 06/2016 | 09/2016 |
| Happy Earth, Inc. | Los Angeles | CA | 09/2016 | 11/2017 |
| The Motley Fool, Inc. | Alexandria | VA | 02/2017 | Present |
| Stone Oak Capital, Llc | Los Angeles | CA | 01/2017 | Present |
Name: The Motley Fool; Investment related: Yes; Address: 2000 Duke St., Fourth Floor, Alexandria, VA 22314, USA; I am currently a freelance writer, with an independent contractor status, for The Motley Fool, Inc., an investment newsletter and website; Nature of the other business: Investment/stock newsletter and website; My position: Contract Writer; Start date: February 2017; Approx. number of hours/month: 20; Number of hours during securities trading hours: 2; Duties: I provide commentary on individual stocks, sectors, and the markets generally at my discretion. I am not part of their main advisory team for their subscription products, but a freelance writer for the free site.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-09 |
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