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Gerry Oconnell

Bakeravenue

San Francisco, CA

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Current Employers
Bakeravenue

One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-05-19
  • CA RA
    APPROVED
    Since 2020-05-19

Branch Locations

One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Half Dome Wealth Management Santa Barbara CA 05/2018 04/2020
N/A Santa Barbara CA 09/2017 02/2018
Hr Services Santa Barbara CA 02/2016 08/2017
Sole Proprietorship - Consulting Santa Barbara CA 04/2008 08/2017
Baker Avenue Asset Management Lp San Francisco CA 04/2018 Present
Moskowitz Llp San Francisco CA 12/2018 04/2020
  • 05/2018 → 04/2020
    Half Dome Wealth Management
    Santa Barbara, CA
  • 09/2017 → 02/2018
    N/A
    Santa Barbara, CA
  • 02/2016 → 08/2017
    Hr Services
    Santa Barbara, CA
  • 04/2008 → 08/2017
    Sole Proprietorship - Consulting
    Santa Barbara, CA
  • 04/2018 → Present
    Baker Avenue Asset Management Lp
    San Francisco, CA
  • 12/2018 → 04/2020
    Moskowitz Llp
    San Francisco, CA
Previous Registrations
  • 2018-07-20 → 2020-05-14
    Half Dome Wealth Management Llc
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-20
  • S65 Uniform Investment Adviser Law Examination
    2018-06-20
Other Names
  • Gerald O'COnnell

View on SEC IAPD

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VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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