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591 Redwood Highway Suite 3210, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MT | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED | 2024-09-18 |
Branch Locations
591 Redwood Highway Suite 3210, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Partners | Mill Valley | CA | 12/2019 | Present |
| Bci Capital Management | Corte Madera | CA | 12/2013 | 11/2019 |
Co-owner of ETFreplay.com, Inc Information Services Business For Statistical Investing Address: 56 Bay Vista Dr Mill Valley, CA 94941 Co-Owner Started: Jan 2010 Time: 1-2 hours a month ~Zero during securities trading hours. My duties are I manage a programmer who oversees the software code.
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