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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-02 |
Branch Locations
580 California Street Suite 2300, San Francisco, CA 94104 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Santa Monica | CA | 06/2014 | 01/2018 |
| Gerber Kawasaki, Inc. | Santa Monica | CA | 07/2014 | 01/2018 |
| Oppenheimer & Co. Inc | San Francisco | CA | 01/2018 | Present |
DREW SCHOOL, TRUSTEE ON BOARD OF TRUSTEES. IT IS A REGISTERED 501 (C)(3). THIS IS A NON-INVESTMENT RELATED ACTIVITY. DREW SCHOOL - 2901 CALIFORNIA ST., SAN FRANCISCO, CA 94115. ROLE BEGINS 9/14/2019. I WILL DEVOTE APPROXIMATELY 3 HOURS PER MONTH TO THIS, FOR 36 MONTHS. I WILL SERVE AS TRUSTEE WHERE MY DUTIES INCLUDE CONTACTING ALUMNI, CONSULTING ON VARIOUS SCHOOL WIDE INITIATES AND FOSTERING A COMMUNITY FOR THE SCHOOL TO INCREASE ENGAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-30 |
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