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Adam Phillip Schneiberg

Shepherd Street Advisors

Larkspur, CA

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Current Employers
Shepherd Street Advisors

900 Larkspur Landing Circle Suite 205, Larkspur, CA 94939 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-01-03
TX RA APPROVED_RES 2021-09-09
CA RA APPROVED 2019-11-13
  • MD RA
    APPROVED
    Since 2022-01-03
  • TX RA
    APPROVED_RES
    Since 2021-09-09
  • CA RA
    APPROVED
    Since 2019-11-13

Branch Locations

900 Larkspur Landing Circle Suite 205, Larkspur, CA 94939 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jacobs & Company, Llc San Francisco CA 11/2014 11/2019
Shepherd Street Advisors Llc Larkspur CA 09/2019 Present
  • 11/2014 → 11/2019
    Jacobs & Company, Llc
    San Francisco, CA
  • 09/2019 → Present
    Shepherd Street Advisors Llc
    Larkspur, CA
Previous Registrations
  • 2014-12-09 → 2019-12-18
    Jacobs & Company, Llc
    San Francisco, CA
  • 2011-03-07 → 2014-12-03
    Btr Capital Management Inc
    Oakland, CA
  • 2009-04-28 → 2010-11-17
    Structural
    Woodside, CA
  • 2006-11-22 → 2009-02-04
    Morgan Stanley & Co. Llc
    San Francisco, CA
  • 2005-02-10 → 2006-04-06
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-11
S63 Uniform Securities Agent State Law Examination 1992-02-18
  • S66 Uniform Combined State Law Examination
    2006-12-11
  • S63 Uniform Securities Agent State Law Examination
    1992-02-18

View on SEC IAPD

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YEISON MAZARIEGOS BARRIOS
DANIEL LEE RASMUS
JEFFREY LIMETA
GUSTAVO SANCHEZ

Other Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
STRATEGIC ADVISERS LLC · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA

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