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One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-22 |
Branch Locations
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ayco, A Goldman Sachs Company | Irvine | CA | 04/2015 | 09/2016 |
| Sand Hill Global Advisors | Palo Alto | CA | 08/2017 | 08/2021 |
| Cresset Asset Management, Llc | San Francisco | CA | 08/2021 | 04/2022 |
| Unemployed | Irvine | CA | 09/2016 | 08/2017 |
| Baker Avenue Asset Management, Lp | San Francisco | CA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-19 |
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