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1 Sansome Street Suite 1400, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-02 |
Branch Locations
1 Sansome Street Suite 1400, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shorestown Partners Llc | San Francisco | CA | 01/2026 | Present |
| Tda Investment Group | San Mateo | CA | 10/2024 | Present |
| N/A | San Francisco | CA | 01/2024 | 09/2024 |
| Cch Llc | Sacramento | CA | 02/2023 | 12/2023 |
| Hall Capital Partners Llc | San Francisco | CA | 01/2018 | 01/2023 |
| University Of Georgia Foundation | Athens | GA | 08/2017 | 12/2017 |
| University Of Georgia | Athens | GA | 12/2015 | 12/2017 |
- Name of other business: TDA Investment Group - Investment-related: Yes - Address: San Mateo, CA - Nature of the other business: Registered Investment Adviser - Position/title/duties: Asset Manager - Start date: 10/2024 - Approximate number of hours/month devoted to the other business: 160 hours - Number of hours devoted during securities trading hours: 80 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
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