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12231 S 900 E, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-09-29 |
| UT | RA | APPROVED | 2008-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobs Equity | Palo Alto | CA | 03/2009 | Present |
I OCCASIONALLY PROVIDE LEGAL SERVICES, PRIMARILY TAX RELATED, FOR A SMALL NUMBER OF INDIVIDUALS AND BUSINESSES. THESE SERVICES ARE NOT INVESTMENT-RELATED. DURING THE MONTH OF APRIL I DEVOTE APPROXIMATELY 20 HOURS/WEEK TO THESE SERVICES. DURING THE REST OF THE YEAR I DEVOTE A FEW HOURS/WEEK. LESS THAN HALF OF THIS TIME OCCURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-31 |
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