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95 Third St, 2Nd Floor, San Francisco, CA 94103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
| NY | RA | APPROVED | 2026-06-23 |
Branch Locations
95 Third St, 2Nd Floor, San Francisco, CA 94103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Betterment | New York | NY | 10/2024 | 01/2026 |
| Goldman Sachs | Jersey City | NJ | 06/2009 | 04/2022 |
| Unemployed | New York | NY | 05/2022 | 09/2024 |
| Cache Securities | San Francisco | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
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