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Sarah Heaslip Whitelaw

Pathstone

Englewood, NJ

San Francisco, CA

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-23
  • CA RA
    APPROVED
    Since 2025-12-23

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

One Maritime Plaza Suite 650, San Francisco, CA 94111 • 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
Hall Capital Partners San Francisco CA 09/2008 12/2024
Pathstone San Francisco CA 12/2024 Present
  • 09/2008 → 12/2024
    Hall Capital Partners
    San Francisco, CA
  • 12/2024 → Present
    Pathstone
    San Francisco, CA
Previous Registrations
  • 2006-09-12 → 2008-08-18
    Morgan Stanley & Co. Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-11
  • S66 Uniform Combined State Law Examination
    2006-09-11
Designations
Other Names
  • Sarah Heaslip
  • Sarah Elizabeth Heaslip

View on SEC IAPD

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