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156 2Nd St Suite 610, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-02-19 |
Branch Locations
156 2Nd St Suite 610, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Josh Pond Farms | Whiting | ME | 07/2016 | 09/2020 |
| University Of Maine | Orono | ME | 08/2016 | 05/2020 |
| Modern Woodmen | Rock Island | IL | 09/2020 | 07/2021 |
| Jpmorgan Chase Bank, N.A. | Westbrook | ME | 08/2021 | 06/2022 |
| J.P. Morgan Securities Llc | Westbrook | ME | 08/2021 | 06/2022 |
| Mwa Financial Services Inc | Rock Island | IL | 04/2021 | 07/2021 |
| Altruist Financial Llc | Culver City | CA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-04 |
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