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Samuel Pun

Freestone Capital Management, LLC

San Francisco, CA

Seattle, WA

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Current Employers
Freestone Capital Management, Llc

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-05-16
  • CA RA
    APPROVED
    Since 2019-05-16

Branch Locations

101 California Street Suite 1825, San Francisco, CA 94111 • United States

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sonen Capital Llc San Francisco CA 01/2014 03/2017
Scharf Investments Scotts Valley CA 03/2017 05/2019
Freestone Capital Management Llc Seattle WA 05/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-04
  • S66 Uniform Combined State Law Examination
    2010-09-04
Other Names
  • Samuel Ming Sum Pun
  • Samuel M Pun

View on SEC IAPD

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RBC SECURITIES, INC · SAN FRANCISCO, CA
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