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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-10 |
Branch Locations
101 California St Suite 4200, San Francisco, CA 94111 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank National Association | Davis | CA | 07/2015 | 09/2016 |
| University Of California, Davis | Davis | CA | 10/2014 | 06/2017 |
| Equilar Inc | Redwood City | CA | 08/2017 | 08/2018 |
| Sharespost Research Llc | San Francisco | CA | 08/2018 | 11/2019 |
| True Capital Management, Llc | San Francisco | CA | 01/2021 | 04/2023 |
| Unemployed | San Francisco | CA | 11/2019 | 01/2021 |
| Cresset Asset Management, Llc | San Francisco | CA | 05/2023 | 12/2024 |
| Peakline Partners Llc | Pacifica | CA | 01/2025 | 11/2025 |
| Cresset Asset Management, Llc | San Francisco | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
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