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Sausalito, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medallia | Palo Alto | CA | 07/2012 | 07/2018 |
| Qventus, Inc. | San Francisco | CA | 07/2018 | 05/2025 |
| Geofinancial Analytics, Inc. | Minneapolis | MN | 08/2018 | 08/2025 |
| Macroclimate Llc | Oakland | CA | 01/2016 | 08/2025 |
| Qventus, Inc. | San Francisco | CA | 05/2025 | 08/2025 |
| Macroclimate Llc | Victoria, Bc | 08/2025 | Present | |
| Qventus, Inc. | Victoria, Bc | 08/2025 | Present | |
| Geofinancial Analytics, Inc. | Victoria, Bc | 08/2025 | Present | |
| Geofinancial Analytics Canada Corp. | Victoria, Bc | 01/2026 | Present |
1. Qventus, Inc.; Non Investment-Related; Victoria, BC, Canada; a software company serving hospitals and hospital systems; Advisor; 5/2025; 10 hrs/mo; 10 hrs/mo during securities trading hours; Duties are to help design analytics products for Qventus clients. 2. Geofinancial Analytics, Inc.; Investment-Related; Victoria, BC, Canada; an independent, science-driven data provider whose civic mission is to accelerate the clean energy transition by informing decisions and business practices with transparent, objective analysis using advanced geospatial technology; Part Owner; 8/2018; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties at this time. 3. Dimensional Fund Advisors LP; Investment-Related; Victoria, BC, Canada; Fund; Member, Sustainability Council; 8/2022; 1 hr/mo; 1 hr/mo during securities trading hours; Duties are to provide input on the best ways to provide sustainability investment solutions to investors. 4. Geofinancial Analytics Canada Corp.; Investment-Related; Victoria, BC, Canada; an independent, science-driven data provider whose civic mission is to accelerate the clean energy transition by informing decisions and business practices with transparent, objective analysis using advanced geospatial technology; Part Owner; 1/1/2026; 10 hrs/mo; 0 hrs/mo during securities trading hours; Duties are product strategy and chair of the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-22 |
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