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5000 Birch St-West Tower Suite 3000, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
5000 Birch St-West Tower Suite 3000, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin/Templeton Distributors, Inc. | San Mateo | CA | 07/1990 | 12/2017 |
| Aionios Capital Partners, Llc | Newport Beach | CA | 07/2021 | Present |
| University Of San Francisco | San Francisco | CA | 03/2017 | 06/2017 |
| San Jose State University | San Jose | CA | 08/2017 | 12/2017 |
| Santa Clara University | Santa Clara | CA | 01/2018 | 04/2018 |
| N/A | Various | CA | 01/2018 | 06/2021 |
UNIVERSITY PROFESSOR; NOT INVESTMENT-RELATED; 316 BOULEVARD, ANDERSON, SOUTH CAROLINA 29621; EDUCATION; ADJUNCT PROFESSOR; 08/25/23 START DATE; 18 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS; TEACHING INVESTMENT ANALYSIS, PORTFOLIO MANAGEMENT & DERIVATIVES.
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