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Zachary Ruark Stein

Carbon Collective Investing, LLC

Albany, CA

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Current Employers
Carbon Collective Investing, Llc

2648 International Blvd Ste 301, Oakland, CA 94601 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-08-25
  • CA RA
    APPROVED
    Since 2020-08-25

Branch Locations

524 Madison St, Albany, CA 94607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zach's Bay Area Tutoring Berkeley CA 08/2013 07/2017
Osmo Systems, Inc. Oakland CA 09/2017 07/2020
Carbon Collective Investing, Llc Albany CA 07/2020 Present
  • 08/2013 → 07/2017
    Zach's Bay Area Tutoring
    Berkeley, CA
  • 09/2017 → 07/2020
    Osmo Systems, Inc.
    Oakland, CA
  • 07/2020 → Present
    Carbon Collective Investing, Llc
    Albany, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-06
  • S65 Uniform Investment Adviser Law Examination
    2020-08-06

View on SEC IAPD

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