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Tiburon, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| LA | RA | APPROVED | 2023-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of San Francisco | San Francisco | CA | 01/2002 | Present |
| Tiburon Financial Advisors, Inc. | Tiburon | CA | 04/2019 | Present |
Stacy Daher currently serves as the Associate Vice President for Finance & Treasury at the University of San Francisco (USF), which is a higher education institution that is not an investment-related business. The address of the University of San Francisco is 2130 Fulton St., San Francisco, CA 94117. Stacy began her employment at the University of San Francisco in January 2002, where she spends approximately 163 hours per month, which includes approximately 4 hours per day that are during securities trading hours, managing the organization's Treasury and Procurement functions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-19 |
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