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30 Liberty Ship Way #3225, Sausalito, CA 94965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-20 |
Branch Locations
30 Liberty Ship Way #3225, Sausalito, CA 94965-3324 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | Sausalito | CA | 04/2024 | Present |
| Unemployed | San Francisco | CA | 09/2023 | 04/2024 |
| Stepstone Realty | Kyle | TX | 01/2023 | 09/2023 |
| Unemployed | Austin | TX | 07/2022 | 01/2023 |
| New Western | Austin | TX | 01/2022 | 07/2022 |
| Unemployed | San Francisco | CA | 10/2021 | 01/2022 |
| Cetera Investment Services Llc | Greenwood Village | CO | 07/2019 | 08/2019 |
| Foresters Financial Services, Inc. | Greenwood Village | CO | 05/2019 | 06/2019 |
| Good Green Technology, Llc | San Francisco | CA | 07/2019 | 10/2021 |
| Full Time Education - University Of Colorado At Boulder | Boulder | CO | 08/2016 | 05/2020 |
| Ross Recreation | Ross | CA | 06/2017 | 08/2017 |
| Rc Special Events | Boulder | CO | 05/2018 | 07/2018 |
As of February 20, 2024, I compose and produce music as a musician, and have signed with a label to distribute my music. This is not investment-related. I do this at my home, 5000 California Street, Unit 202, San Francisco, CA, 94118. I devote 12 hours per month to this activity, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
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