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275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-15 |
Branch Locations
275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Oyster Bay Cove, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twenty-First Securities Corporation | New York | NY | 11/2014 | 04/2019 |
| Twenty-First Tailored Solutions | New York | NY | 08/2011 | 04/2019 |
| Uhlmann Price Securities, Llc | Chicago | IL | 04/2019 | Present |
| Fort Point Capital Partners Llc | San Francisco | CA | 04/2019 | Present |
Fort Point Capital Partners, 275 Sacramento St 8th Fl, San Francisco, CA 94111, RIA Managing Director, Head of Derivative Solutions as of 4/15/2019, 20 hours per month structuring option overlays, hedging
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-05 |
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