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1117 State St. #85, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-12 |
| CA | RA | APPROVED | 2022-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2021 | Present |
| Blue Marble Investments | San Luis Obispo | CA | 04/2021 | Present |
| Clima Y Cafe | West Layfaette | IN | 07/2020 | 04/2021 |
| Scout Coffee | San Luis Obispo | CA | 01/2020 | 01/2021 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2017 | 06/2021 |
| Legend High School | Parker | CO | 05/2012 | 05/2017 |
| Unemployeed | Parker | CO | 06/2017 | 08/2017 |
| Blue Marble Investments, Llc | Santa Barbara | CA | 10/2021 | Present |
1. Blue Marble Investments LLC. Investment Related. At Registered Location. RIA. IAR. 10/2021. 40. 40. Services As an Investment Advisor Representative and Registered Representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-16 |
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