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Camas, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| WA | RA | APPROVED | 2024-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professors Capital, Inc. | Solana Beach | CA | 05/2007 | 04/2018 |
| Finch Investment Group | Jacksonville | FL | 09/2018 | 09/2023 |
| Symplectic Capital Llc | Camas | WA | 06/2016 | Present |
Administrator of the Mega Society, a non-investment-related membership organization. Duties include responding to membership inquiries, reviewing membership applications and qualifying documentation under Society standards, administering Society ballots and elections, and maintaining related administrative records. I have served in this role since 2019 and devote approximately four hours per month. The role is uncompensated and does not involve investment advice, securities activities, advisory-client referrals, or management of client assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-01 |
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