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235 Montgomery Street Suite 830, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-05 |
| CA | RA | APPROVED | 2025-01-07 |
Branch Locations
235 Montgomery Street Suite 830, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Institutional Shareholder Services | San Francisco | CA | 04/2014 | 08/2019 |
| Elevate Capital Management, L.L.C. | San Francisco | MD | 03/2019 | Present |
LES AMIS SALON ET SPA; OWNER; INVESTMENT RELATED: NO; 113 DE ANZA BLVD SAN MATEO CA 94402 USA; LES AMIS IS A HAIR SALON LOCATED IN SAN MATEO, CA.; OWNER; 2011-06-16; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 10;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 25;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-10 |
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