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345 California St Eighth Floor, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-28 |
Branch Locations
345 California St Eighth Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crocker Middle School | Hillsborough | CA | 08/2014 | 06/2017 |
| Burlingame High School | Burlingame | CA | 08/2017 | 05/2021 |
| Columbia University | New York | NY | 09/2021 | 05/2022 |
| Bay Equity Home Loans | Lafayette | CA | 05/2022 | 08/2022 |
| Columbia University | New York | NY | 09/2022 | 05/2023 |
| Lavelle Capital | San Francisco | CA | 06/2023 | 08/2023 |
| Columbia University | New York | NY | 09/2023 | 12/2023 |
| Tishman Capital Partners | New York | NY | 01/2024 | 03/2025 |
| Columbia University | New York | NY | 03/2025 | 05/2025 |
| Lavelle Capital | San Francisco | CA | 08/2025 | Present |
| Lavelle Capital | San Francisco | CA | 07/2025 | Present |
| Unemployed | Hillsborough | CA | 05/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
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