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16 Funston Ave Suite A, San Francisco, CA 94129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-03-23 |
Branch Locations
16 Funston Ave Suite A, San Francisco, CA 94129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montcalm Tcr Llc | San Francisco | CA | 10/2012 | Present |
Board of Director Member at the Crypto Company effective April 11, 2018. An investment related firm located at 23805 Stuart Ranch Road, Suite 235, Malibu, CA 90265. Provide insight and voting decisions on the compensation committee, audit committee and or governance committee approximately 5-10 per hours per month after hours of primary business as CEO of an RIA. The Crypto Company offers a portfolio of digital assets, technologies and consulting services to the blockchain and cryptocurrency markets. The Crypto Company is developing proprietary technology, including trading management and auditing software, tools and processes to assist traditional companies to operate with and/or trade in cryptocurrencies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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