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18124 Wedge Pkwy #1088, Reno, NV 89511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greylock Peak Investments, Llc | New York | NY | 09/2011 | 10/2023 |
| Peak Prosperity | Sebastopol | CA | 05/2012 | 03/2021 |
| Wealthion | New York | NY | 04/2021 | 10/2023 |
| Thoughtful Money Llc | Reno | NV | 10/2023 | Present |
| Electrum Llc | Sebastopol | FL | 12/2012 | Present |
Electrum LLC, Managing Member, Non-investment related, serves as a vehicle through which I provide occasional media consulting services. Address: 200 S, Main St, Suite 130, #104, Sebastopol CA 95472. Average hours per month; 10 (or less)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-30 |
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