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7777 Fay Avenue Suite G5, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2020-08-26 |
Branch Locations
7777 Fay Avenue Suite G5, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Haven Inc. | San Francisco | CA | 11/2016 | 09/2017 |
| Blume Global | San Francisco | CA | 11/2017 | 05/2018 |
| Fingage | San Francisco | CA | 08/2018 | 01/2020 |
| Stubhub | San Francisco | CA | 02/2020 | Present |
| Coastwise Capital Group, Llc | La Jolla | CA | 08/2020 | Present |
Business setup consultant for a non-investment related business development role with Womply (a technology company for small businesses). The business is located at 665 3rd St #100, San Francisco, CA 94107. Start date was November 2020 with 40 hours spent per month (20 hours per month during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-09 |
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