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301 Howard St., Suite 1410, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
Branch Locations
301 Howard St., Suite 1410, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Robinson Humphrey/Truist Securities | San Francisco | CA | 07/2020 | 04/2021 |
| Suntrust Robinson Humphrey | San Francisco | CA | 06/2019 | 08/2019 |
| Santa Clara University | Santa Clara | CA | 09/2016 | 03/2020 |
| Homestreet Bank | San Jose | CA | 06/2018 | 08/2018 |
| Carta | Palo Alto | CA | 08/2017 | 03/2018 |
| Netcirq | San Bruno | CA | 06/2017 | 06/2017 |
| Cutco | Appleton | WI | 12/2016 | 01/2017 |
| Santa Clara University | Santa Clara | CA | 08/2019 | 06/2020 |
| Quid Capital Group Holdings, Llc | Santa Monica | CA | 12/2021 | 03/2025 |
| Frec Advisers Llc | San Francisco | CA | 01/2026 | Present |
| Unemployed | Appleton | WI | 04/2021 | 12/2021 |
| Unemployed | Appleton | WI | 03/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-20 |
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