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7049 Redwood Blvd. Suite 205, Novato, CA 94945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-09 |
| CA | RA | APPROVED | 2020-05-14 |
| TX | RA | APPROVED_RES | 2020-04-15 |
Branch Locations
7049 Redwood Blvd. Suite 205, Novato, CA 94945 • United States
East Hampton, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Avenue Asset Management | San Francisco | CA | 09/2008 | 02/2018 |
| Silicon Private Wealth Llc | San Francisco | CA | 02/2018 | 07/2020 |
| Sonoma Private Wealth Llc | Novato | CA | 04/2020 | Present |
| Silicon Private Wealth, Llc | San Francisco | CA | 07/2018 | 07/2020 |
1.) I OWN TWO RENTAL PROPERTIES THAT I SPEND 1 HOUR PER WEEK ON AVERAGE-NOT DURING SECURITIES TRADING HOURS. PURCHASE DATE: OCTOBER 2021. 2.) DONOR ADVISED FUND: THE MORDESOVICH-CHASE FAMILY CHARITABLE GIFT FUND. SPEND APPROXIMATELY 1 HOUR PER MONTH NOT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-28 |
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