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333 Bush Street Suite 400, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-02 |
Branch Locations
333 Bush Street Suite 400, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadside Wealth Technologies, Inc. | San Francisco | CA | 04/2026 | Present |
| Catena Collective Investment Holdings | San Francisco | CA | 05/2023 | Present |
| Sea Capital | San Francisco | CA | 06/2021 | 05/2023 |
| Bond Capital | San Francisco | CA | 06/2020 | 06/2021 |
| Stanford Gsb | Stanford | CA | 08/2018 | 06/2020 |
| New America Foundation | New York | NY | 02/2018 | 07/2018 |
| Blue Ridge Capital | New York | NY | 05/2017 | 03/2018 |
| Tiger Management | New York | NY | 04/2013 | 04/2017 |
1) Catena Collective Investment Holdings, LLC; Investment-Related; 1408 Kearny Street, San Francisco, CA 94133; Merchant bank and investment firm for esoteric assets managing proprietary capital.; Managing Member; 05/2023 - Present; Approximately 10 hours per month, not during trading hours.; Sourcing, analyzing, and managing the investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-02 |
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