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1111 Broadway Suite 300, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-30 |
| NY | RA | APPROVED | 2021-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veris Wealth Partners, Llc | New York | NY | 07/2015 | Present |
WISE Community, LLC; not investment-related; 780 West End Ave., Apt. 12D, New York, NY 10025; women's sustainable investing professional community; Co-founder & Member of LLC; 07/19/2018 (start of WISE Community, LLC); 10-15 hrs/mo; 0 hrs; co-lead organization, provide strategic direction, co-lead working group executing on global priorities, and support chapters and members, with goal of advancing women's leadership and the sustainable investing industry.
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