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100 Pine Street Suite 2600, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-19 |
Branch Locations
100 Pine Street Suite 2600, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jordan Park Group Llc | San Francisco | CA | 02/2019 | Present |
| Fidelity Investments | San Francisco | CA | 09/2015 | 01/2019 |
Mind Body Awareness Project | Non investment related | Alameda, CA | Education | Teacher | 4/2023 | 0 hr/mo during trading hrs | 8 hrs/mo during non-trading hrs | Teacher mindfulness-based tools that support equity, healing, and empowerment within jails, prisons, and juvenile halls.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-20 |
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