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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
345 California Street Suite 1100, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Contango Capital Advisors, Inc. | San Francisco | CA | 04/2011 | 01/2021 |
| Bingham, Osborn & Scarborough Llc | San Francisco | CA | 03/2021 | 10/2021 |
| Zions Bancorporation, N.A. | San Francisco | CA | 04/2011 | 01/2021 |
| Cerity Partners Llc | San Francisco | CA | 11/2021 | Present |
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