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4420 Nj 27 Suite C 3, Kingston, NJ 08528 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-15 |
| CA | RA | APPROVED | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Byrne Asset Management Llc | Kingston | NJ | 01/2025 | Present |
| Employers Advocate | Walnut Creek | CA | 08/2023 | 12/2024 |
| Dodge And Cox | San Francisco | CA | 11/2022 | 03/2023 |
| Sofi Technologies, Inc. | Los Angeles | CA | 05/2021 | 08/2021 |
| Grace Cathedral | San Francisco | CA | 05/2018 | 06/2020 |
| Joele Frank, Wilkinson, Brimmer, Katcher | San Francisco | CA | 09/2016 | 09/2017 |
| None | San Francisco | CA | 04/2023 | 07/2023 |
| University Of Southern California, Marshall School Of Business | Los Angeles | CA | 08/2021 | 05/2022 |
| None | Los Angeles | CA | 06/2022 | 10/2022 |
| University Of Southern California, Marshall School Of Business | Los Angeles | CA | 08/2020 | 05/2021 |
| None | Los Angeles | CA | 10/2017 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-21 |
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