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101 Mission Street, Suite 1750, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
101 Mission Street, Suite 1750, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank Private Bank | Sacramento | CA | 04/2016 | 09/2021 |
| Mission Creek Capital Partners, Inc. | San Francisco | CA | 10/2021 | Present |
Name: California State University, Sacramento; Investment-Related: Not investment-related; Address: 6000 J Street, Sacramento, CA 95819; Nature of Business: Education; Position/Title: Lecturer; Start date: 5/2026; Hours monthly: 24 hours; Hours during trading hours: 0 hours; Duties: Teaching financial planning, investments, and corporate finance with a real-world approach
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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