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Alexander Jordan Boeri

Miller Avenue Advisors LLC

Mill Valley, CA

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Current Employers
Miller Avenue Advisors Llc

129 Miller Avenue Suite 622, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-05-05
  • CA RA
    APPROVED
    Since 2021-05-05

Branch Locations

129 Miller Avenue Suite 622, Mill Valley, CA 94941 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brighton Jones Llc San Francisco CA 04/2017 02/2019
Insight Global Llc San Francisco CA 06/2016 11/2016
Unemployed San Francisco CA 12/2016 03/2017
Brighton Jones Llc San Francisco CA 02/2019 01/2020
Fiduciary Financial Group San Rafael CA 03/2020 06/2021
Miller Avenue Advisors, Llc Mill Valley CA 05/2021 Present
Miller Avenue Advisor, Llc Mill Valley CA 03/2021 Present
  • 04/2017 → 02/2019
    Brighton Jones Llc
    San Francisco, CA
  • 06/2016 → 11/2016
    Insight Global Llc
    San Francisco, CA
  • 12/2016 → 03/2017
    Unemployed
    San Francisco, CA
  • 02/2019 → 01/2020
    Brighton Jones Llc
    San Francisco, CA
  • 03/2020 → 06/2021
    Fiduciary Financial Group
    San Rafael, CA
  • 05/2021 → Present
    Miller Avenue Advisors, Llc
    Mill Valley, CA
  • 03/2021 → Present
    Miller Avenue Advisor, Llc
    Mill Valley, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-25
  • S65 Uniform Investment Adviser Law Examination
    2019-02-25
Designations

View on SEC IAPD

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Other Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
BOLDIN ADVISORS · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA

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