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220 Montgomery Street Suite 691, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-13 |
Branch Locations
220 Montgomery Street Suite 691, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Shore Investment Management Llc | San Francisco | CA | 07/2023 | Present |
| Hv Capital Llc | San Francisco | CA | 07/2005 | Present |
| Salient Partners | San Francisco | CA | 06/2009 | 04/2021 |
Joel S. Beam is the Managing Member of HV Capital LLC, the entity that owns ESIM and holds his personal investments. He does not engage in these activities during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-31 |
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