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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic Financial Partners, Inc. | San Francisco | CA | 07/2002 | 10/2018 |
| Fort Point Capital Partners Llc | San Francisco | CA | 11/2021 | 04/2024 |
| Private Ocean | San Rafael | CA | 10/2018 | 11/2021 |
| Second Summit Wealth Management, Llc | San Francisco | CA | 09/2022 | Present |
| Self-Employed | San Francisco | CA | 01/2017 | Present |
1) OWNER OF SOLE PROPRIETORSHIP - SINCE 2017 IN SAN FRANCISCO, CA, NON-INVESTMENT RELATED, APPROX. 2 HRS PER MONTH DURING NON-TRADING HOURS PROVIDING LIFE COACHING. 2) The Olympic Club; Not Investment-Related; The Olympic Club 524 Post Street, San Francisco, CA 94102; private golf and athletics club; Nominating Committee Member; March 2024; approx. 2 hours/month, 0 hours during securities trading hours; Duties: Support the Board of Directors in fulfilling its fiduciary duties to identify individuals qualified to become members of the Board and to recommend such individuals to the Board to be Board nominees for directors. The Nominating Committee will review applications and conduct candidate interviews. 3) Financial Planning Association, Residency Program; Not Investment-Related; 1290 N Broadway, Denver, CO 80203; education; Financial Planning Association Residency, Dean; March 2024; approx. 40 hours/year; Duties: Serve as one of five Deans responsible for leading 6 day program where Residents participate in an interactive learning experience using three progressive case studies in small groups.
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