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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-03 |
Branch Locations
100 Smith Ranch Road, Suite 300, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Ocean | San Rafael | CA | 12/2012 | 08/2024 |
| Wealthspire Advisors Llc | San Rafael | CA | 08/2024 | Present |
NAME: VIBATO, LLC INVESTMENT-RELATED: NO ADDRESS: 755 BAYWOOD DRIVE, FLR 2, PETALUMA, CA 94954 NATURE OF BUSINESS: SOFTWARE PRODUCTS AND CONSULTING SERVICES FOR INTERNAL CONTROLS OVER FINANCIAL REPORTING (INTERNAL AUDIT). SPECIALIZING IN RISK ASSESSMENT, SEGREGATION OF DUTIES ANALYSIS, AND INTERNAL CONTROL DEVELOPMENT AND TESTING. WE OFFER SOFTWARE TOOLS AND CONSULTING SERVICES TO PUBLIC AND PRIVATE COMPANIES ACROSS A BROAD RANGE OF INDUSTRIES. POSITION/TITLE: CEO & FOUNDER (JOINT-OWNER WITH MY SPOUSE) START DATE: 1/15/2009 HOURS/MONTH ON BUSINESS: 10-15 HOURS/MONTH ON BUSINESS DURING SECURITIES TRADING HOURS: 0 DUTIES: I CONTINUE TO DEVELOP/EXECUTE LEGAL/FINANCIAL CONTRACTS, PERFORM ACCOUNTING/PAYROLL FUNCTIONS, AND DRIVE THE STRATEGIC DIRECTION/PLANS FOR THE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-27 |
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