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240 Third Street Suite 110, Los Altos, CA 94022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
240 Third Street Suite 110, Los Altos, CA 94022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Bridge Wealth Advisors, Llc | Menlo Park | CA | 08/2009 | Present |
| Sanctuary Securities, Llc | San Francisco | CA | 11/2011 | 03/2017 |
International Farmhouse Foundation Board of Trustees; Non-investment-related; 1021 Jefferson Street Kansas City, MO 64105; Position: Chairman on the Board of Trustees ; Start date: 11/2023; Time: Approximately 2-5 hours a week; Description: Offers time and leadership as Chairman, no compensation received.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-17 |
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