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6700 Koll Center Parkway Suite 230, Pleasanton, CA 94566 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-04-12 |
Branch Locations
6700 Koll Center Pkwy 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/1993 | 04/2019 |
| Bank Of America, N.A. | San Francisco | CA | 09/2009 | 04/2019 |
| Mirador Capital Partners, Lp | Pleasanton | CA | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-26 |
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