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235 Pine St Suite 1225, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-22 |
Branch Locations
235 Pine St Suite 1225, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc | San Francisco | CA | 08/2020 | 08/2021 |
| First Republic Securities Company, Llc | San Francisco | CA | 09/2020 | 08/2021 |
| Uc Berkeley Athletics | Berkeley | CA | 08/2016 | 05/2020 |
| Us Sports Camps | San Rafael | CA | 06/2017 | 08/2017 |
| Berkeley Tennis Club | Berkeley | CA | 08/2018 | 03/2020 |
| First Republic Bank | San Francisco | CA | 06/2018 | 08/2018 |
| Visa | San Francisco | CA | 05/2019 | 08/2020 |
| Orinda Country Club | Orinda | CA | 05/2020 | 01/2023 |
| Morgan Stanley | San Francisco | CA | 09/2021 | 01/2023 |
| Ubs Financial Services | San Francisco | CA | 01/2023 | 07/2025 |
| Vernal Point Advisors, Llc | San Francisco | CA | 08/2025 | Present |
* 456048 - Orinda Country Club; Investment related No; Orinda, California; Country club that includes golf, tennis, and swimmingUnited States, I coach tennis at the club on Saturday mornings, start date-5/18/2020; During business hours: 0; After business hours: 5; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-25 |
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