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177 E. Colorado Blvd Ste 550, Pasadena, CA 91105-1965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
177 E. Colorado Blvd Ste 550, Pasadena, CA 91105-1965 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | New York | NY | 04/2021 | 09/2022 |
| Cambridge Associates | Arlington | VA | 07/2018 | 04/2021 |
| Vulcan Capital | Seattle | WA | 05/2017 | 08/2017 |
| The Ohio State University | Columbus | OH | 08/2014 | 05/2018 |
| Clifford Swan Investment Counselors | Pasadena | CA | 10/2022 | Present |
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