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201 Spear Street, Suite 1100, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2024-02-26 |
Branch Locations
201 Spear Street, Suite 1100, San Francisco, CA 94105 • 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 |
|---|---|---|---|---|
| Polaris Greystone Financial Group, Llc | San Rafael | CA | 07/2012 | 07/2018 |
| Freestone Capital Management | San Francisco | CA | 07/2018 | 06/2022 |
| Green Ocean Global Advisors Llc | San Francisco | CA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-03 |
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