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851 Irwin St #225C, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED_RES | 2025-11-23 |
| CO | RA | APPROVED | 2025-11-18 |
| NY | RA | APPROVED | 2025-11-18 |
| WA | RA | APPROVED | 2025-11-18 |
| CA | RA | APPROVED | 2021-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 03/2019 | 02/2021 |
| Pacific Grove Capital | San Francisco | CA | 03/2017 | 01/2018 |
| Passport Capital | San Francisco | CA | 02/2018 | 03/2019 |
| Imagine Ventures | Mill Valley | CA | 06/2016 | 02/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2019 | 02/2021 |
| Ridgecrest Wealth Partners, Llc | San Rafael | CA | 02/2021 | Present |
1. Bike Race; Investment related Yes; Bike Race; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2005; During business hours: Nil; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-24 |
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