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950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-21 |
| NY | RA | APPROVED | 2026-01-21 |
Branch Locations
950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marjory Stoneman Douglas High School | Pakrland | FL | 09/2015 | 04/2019 |
| Columbia University | New York City | NY | 04/2019 | 04/2024 |
| Namur Capitale Basketball | Namur | 04/2024 | 07/2025 | |
| Bailard, Inc. | New York City | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-21 |
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