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1388 Sutter St Ste 725, San Francisco, CA 94109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1388 Sutter St Ste 725, San Francisco, CA 94109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/2015 | 07/2017 |
| Bank Of America, N.A. | San Francisco | CA | 01/2016 | 07/2017 |
| Unemployed | San Francisco | CA | 07/2017 | 12/2019 |
| Minkoff & Associates | San Francisco | CA | 12/2019 | 04/2021 |
| Rosenblum Silverman Sutton, Sf, Inc. | San Francisco | CA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-05 |
| S66 | Uniform Combined State Law Examination | 2016-03-29 |
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