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Charles Thomson Angle

Rosenblum Silverman Sutton Sf Inc

San Francisco, CA

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Current Employers
Rosenblum Silverman Sutton Sf Inc

1388 Sutter St Ste 725, San Francisco, CA 94109 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-11
  • CA RA
    APPROVED
    Since 2024-12-11

Branch Locations

1388 Sutter St Ste 725, San Francisco, CA 94109 • 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
Bank Of The West San Francisco CA 09/2013 08/2017
Summitry Foster City CA 09/2017 09/2023
Cerity Partners Llc New York NY 10/2023 08/2024
Rosenblum Silverman Sutton, Sf, Inc. San Francisco CA 12/2024 Present
Unemployed San Francisco CA 09/2024 11/2024
  • 09/2013 → 08/2017
    Bank Of The West
    San Francisco, CA
  • 09/2017 → 09/2023
    Summitry
    Foster City, CA
  • 10/2023 → 08/2024
    Cerity Partners Llc
    New York, NY
  • 12/2024 → Present
    Rosenblum Silverman Sutton, Sf, Inc.
    San Francisco, CA
  • 09/2024 → 11/2024
    Unemployed
    San Francisco, CA
Previous Registrations
  • 2023-10-30 → 2024-08-13
    Cerity Partners Llc
    San Francisco, CA
    New York, NY
  • 2018-07-18 → 2023-09-28
    Summitry, Llc
    San Mateo, CA
  • 2014-03-14 → 2017-08-23
    Bancwest Investment Services, Inc.
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-24
S63 Uniform Securities Agent State Law Examination 2013-03-12
  • S65 Uniform Investment Adviser Law Examination
    2014-02-24
  • S63 Uniform Securities Agent State Law Examination
    2013-03-12
Designations
Other Names
  • Charles Angle

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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