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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Area Tax Advisors | San Francisco | CA | 11/2024 | Present |
| Tricentis | Austin | TX | 05/2022 | 05/2023 |
| Synopsys Inc | Austin | TX | 08/2020 | 05/2022 |
| Dun & Bradstreet | Austin | TX | 10/2017 | 11/2019 |
| Spiceworks | Austin | TX | 01/2015 | 09/2017 |
| University Of Texas At Austin | Austin | TX | 12/2019 | 08/2020 |
| Semgrep Inc | San Francisco | CA | 05/2023 | 01/2024 |
| Nanonets | San Francisco | CA | 03/2024 | 09/2024 |
| Bay Area Wealth Advisors | San Francisco | CA | 01/2026 | Present |
Business name: Foggy Weather LLC Investment-related: No Address: 2023 Brookhaven Drive, Tyler TX, 75701 Nature of the business: Residential real estate holdings, rental operations, and property management. Your position/title/relationship: Owner Start date: 11/2020-Present Hours/month: 20 Hours during securities trading hours: 0-2 hours/month Describe duties: "Oversee property operations, perform financial management, coordinate renovations, manage tenant relationships, and review expenses. No securities-related activities."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
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