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Alamo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-25 |
| TX | RA | APPROVED_RES | 2026-02-20 |
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
124 Singingwood Court 7, Walnut Creek, CA 94595 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 2344, Llc | San Francisco | CA | 07/2012 | 04/2020 |
| Insperex Llc | San Francisco | CA | 08/2021 | 04/2023 |
| Backshore Asset Management | Walnut Creek | CA | 07/2023 | Present |
| Blue Investment Partners | Alamo | CA | 05/2020 | 08/2021 |
Name-1Flourish Capital; Investment related; Location-15912 Reeder Street, Overland Park, KS. 66221; Nature of business-Early stage venture investing; Position-Outside Advisor; Start Date-May 2021; Approximate hours per month-Less than 1 hour per month; 0 hours during securities trading hours; Duties-Source of support for startup entrepreneurs. Non-tax exempt business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-12 |
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