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Walnut Creek, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-24 |
| CA | RA | APPROVED | 2025-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southfork Investment Management | Walnut Creek | CA | 11/2024 | Present |
| Andrew Fisher | Walnut Creek | CA | 10/2018 | 11/2024 |
| End-To-End Analytics | Palo Alto | CA | 01/2013 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-12 |
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