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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-20 |
Branch Locations
1550 El Camino Real, Suite 200, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portola Partners | Menlo Park | CA | 07/2021 | 03/2023 |
| Hartman's Family Foods | Milbank | SD | 08/2014 | 08/2018 |
| Kathy Tyler For Sd State Senate | Milbank | SD | 04/2016 | 11/2016 |
| Cornell University | Washington | DC | 06/2019 | 07/2019 |
| Cornell University | Ithaca | SD | 08/2019 | 07/2021 |
| The University Of Alabama In Huntsville | Huntsville | AL | 09/2018 | 06/2019 |
| Corient | Menlo Park | CA | 01/2023 | Present |
| Corient Services Llc | Miami | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-16 |
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