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301 Maple Avenue West Suite 600, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-17 |
Branch Locations
301 Maple Avenue West Suite 600, Vienna, VA 22180 • United States
220 Montgomery St Ste 900, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Griffin Black, Inc. | Redwood City | CA | 08/2021 | 02/2024 |
| Corporate Tax Incentives | Houston | TX | 09/2019 | 08/2021 |
| Alliantgroup | Houston | TX | 07/2017 | 09/2019 |
| Addison Group | Austin | TX | 08/2016 | 07/2017 |
| Yeskie Buie Inc. | San Francisco | CA | 02/2024 | Present |
Johnny Foley's Irish House; not investment-related; 243 O'Farrell St., San Francisco, CA 94102; restaurant; Waiter/Busser; started 2010; approximately 2 hours per month, 0 hours per month during securities trading hours; as needed support for front/back of house functions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-26 |
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