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275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-13 |
| CA | RA | APPROVED | 2021-09-21 |
Branch Locations
275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • 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 |
|---|---|---|---|---|
| Sf Sentry Securities, Inc. | San Francisco | CA | 12/2012 | 07/2021 |
| San Francisco Sentry Investment Group | San Francisco | CA | 12/2012 | 09/2021 |
| Fort Point Capital Partners Llc | San Francisco | CA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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