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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-27 |
Branch Locations
San Francisco, CA • United States
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equius Partners | Novato | CA | 06/2019 | 01/2020 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2015 | 04/2019 |
| California Polytechnic State University Dean Of Students | San Luis Obispo | CA | 06/2016 | 01/2018 |
| Equius Partners | Novato | CA | 06/2017 | 09/2017 |
| Equius Partners | Novato | CA | 06/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 02/2020 | Present |
| Bank Of America, N.A | San Francisco | CA | 06/2020 | Present |
Michael Mackintosh Investigations. Non-Investment Related. P.O. Box 150870, San Rafael, CA 94915. Private Investigations. Private Investigator. The business is a family business owned by my father. I commit less than 5 hours a month to this business, my involvement is focused on providing a responsible party in the event of my father's death. Start date- 6/16/2014
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-26 |
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