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One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-09-19 |
Branch Locations
One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seven Post Private Investment Office | San Francisco | CA | 09/2011 | Present |
1) Reading Partners, San Francisco Bay Area Regional Board Member and volunteer since June 2013. Role is to assist with fund raising and to provide strategic guidance for the organization's activities in the San Francisco Bay Area. Reading Partners is a literacy organization based in Oakland, CA, focused on increasing reading proficiency for elementary school children in grades K-5. Time spend consists of approximately 1 hour per month. 2) Chinese American International School (CAIS), Trustee since January 2015. CAIS is an independent, Mandarin immersion day school serving children in grades PreK-8, based in San Francisco, CA. Time spend consists of approximately 3 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-30 |
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