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7049 Redwood Blvd. Suite 205, Novato, CA 94945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-07 |
| CA | RA | APPROVED | 2021-03-12 |
Branch Locations
7049 Redwood Blvd. Suite 205, Novato, CA 94945 • United States
Laguna Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-11 |
| NY | RA | APPROVED | 2023-07-25 |
| LA | RA | APPROVED | 2023-04-10 |
| NC | RA | APPROVED | 2023-04-04 |
| IL | RA | APPROVED | 2010-05-07 |
| CA | RA | APPROVED | 2009-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hip Investor, Inc. | San Francisco | CA | 06/2006 | Present |
| Hip Investor Ratings Llc | San Francisco | CA | 02/2014 | Present |
| Sonoma Private Wealth Llc | Novato | CA | 03/2021 | Present |
ROSS PAUL HERMAN is CEO of HIP Investor Inc, and is also the Managing Member of HIP Investor Ratings LLC, which produces and licenses ratings and research of stocks, bonds, funds, and other securities, which are sold to investors, advisors, fund managers, and other investor types. HIP Investor Ratings LLC is based in California, and founded in February 2014. Herman generally splits time equally among the two businesses, including during market trading hours - with investment strategies, portfolios, and advice provided by Herman to HIP Investor Inc., and investment ratings, research, and analytics at HIP Investor Ratings LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-28 |
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