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Inactive

Stan Markuze

Balance Cash Management Inc.

San Francisco, CA

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Current Employers
Balance Cash Management Inc.

124 Otsego Ave., San Francisco, CA 94112 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-14
  • CA RA
    APPROVED
    Since 2025-11-14

Branch Locations

124 Otsego Ave., San Francisco, CA 94112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Balance San Francisco CA 02/2023 Present
Universal Pacific Properties Sacramento CA 01/2010 Present
Amalgamated Logistics San Francisco CA 04/2020 02/2023
  • 02/2023 → Present
    Balance
    San Francisco, CA
  • 01/2010 → Present
    Universal Pacific Properties
    Sacramento, CA
  • 04/2020 → 02/2023
    Amalgamated Logistics
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-13
  • S65 Uniform Investment Adviser Law Examination
    2025-10-13

View on SEC IAPD

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