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6700 Koll Center Parkway Suite 230, Pleasanton, CA 94566 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-01-27 |
| TX | RA | APPROVED | 2015-01-27 |
Branch Locations
6700 Koll Center Parkway Suite 230, Pleasanton, CA 94566 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mirador Capital Partners, Lp | Pleasanton | CA | 01/2015 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2016 | 04/2017 |
Tri- Valley Ventures, LLC and Tri-Valley Ventures II, LP.; Investment related; Venture Funds; 7041 Koll Center Parkway, #275, Pleasanton, CA 94566; Partner/ Member; 01/2015; 5 hrs month; 5 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-17 |
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