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275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-31 |
Branch Locations
275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Riverside Company | New York | NY | 06/2017 | 08/2017 |
| Art Of Giving Back | Oceanside | CA | 11/2012 | 06/2018 |
| Sanford C. Bernstein & Co., Llc. | New York | NY | 07/2018 | 10/2021 |
| The Juilliard School | New York | NY | 09/2016 | 05/2018 |
| Fort Point Capital Partners Llc | San Francisco | CA | 10/2021 | Present |
| Uhlmann Price Securities, Llc | Skokie | IL | 07/2023 | Present |
business name: After Arts investment-related: No position: Executive Director start date: 1/1/2020 approximate # of hours/month: 15-20 nature of the business: LLC that brings together community of professionals and musicians with shared interest in music to create mentorship opportunities and host business events. It is a paid membership community. Manage small team to coordinate logistics around event planning, marketing, and mentorship opportunities between After Arts community and universities. After Arts is a community of professionals from various industries who share a passion for and background in music. Fort Point Capital Partners (SEC Registered Investment Advisor), Investment related, Managing Director, 10/2021. 11.2024: Project Music Heals Us, 800 Village Walk, 296, Guilford CT, 06437. Music non-profit that provides musical performances to patients in hospitals. Board member, not investment related, devote approximately 4 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-19 |
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