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245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-22 |
Branch Locations
245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States
Four Embarcadero Center Suite 3150, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United American Bank | San Mateo | CA | 06/2017 | 08/2017 |
| Santa Clara Univeristy | Santa Clara | CA | 09/2014 | 06/2018 |
| Job Seeker | San Francisco | CA | 07/2018 | 12/2018 |
| Karp Capital Management Corporation | Sausalito | CA | 01/2019 | 06/2022 |
| Sand Hill Global Advisors, Llc | Palo Alto | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-13 |
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