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505 Montgomery Street Fl 10, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2024-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alesco Advisors Llc | Pittsford | NY | 03/2016 | 09/2019 |
| Fairlight Advisors | San Francisco | CA | 09/2019 | Present |
West Coast Angel Network (WeCAN) is a purpose-driven network of Angel investors driving forward diversity representation on the cap table. Through an investor-led model, Limited Partners learn the investment process through hands-on experience while expanding their network of like-minded professionals. Geared toward women, 2SLGBTQIA+ and BIPOC people, we strive to create an inclusive, supportive and fun learning environment. As one of the Managing Partners, I take no fees or carry, rather I am engaged to learn, have fun, expand my network and have long-term returns on venture investments. - This is an investment-related activity - Address is personal home address - Early seed and seed-stage venture fund - I am a Managing Partner/Member; there is no compensation received for this work. - Fund will begin accepting limited partners in May 2024, with launch of fund January 2025. - 4 hours per month. - Duties will be: engage limited partners in education of venture deal flow, due diligence and investment monitoring process; engage prospective founders in deal flow process and partner with other GPs to disburse investment funds and related investment exits. The American University of Paris is renowned as an international center for cross-cultural and interdisciplinary teaching and learning, AUP's liberal arts education in Paris shapes global explorers to be able to take their places as responsible actors in communities, civil societies, and countries around the world. The university serves both under-graduate and graduate level students. - This business was not investment-related. - 5, boulevard de La Tour-Maubourg 75007 Paris, France - University Teaching institution. I taught a Nonprofit Finance Class - Visiting Lecturer - Served as a contract Lecturer - Feb 5, 2023-May 11, 2023 - 30 hours total - 50 hours per week - Duties were: read assigned text and case studies; lecture students, develop mid-term & final exam; provide final grading against rubric provided
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-26 |
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