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Laguna Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-11 |
| NY | RA | APPROVED | 2024-05-17 |
| LA | RA | APPROVED | 2024-05-03 |
| IL | RA | APPROVED | 2024-04-22 |
| CA | RA | APPROVED | 2024-04-11 |
| NC | RA | APPROVED | 2024-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hip Investor Inc | San Francisco | CA | 08/2016 | 12/2017 |
| Eqis Capital Management, Inc. | San Rafael | CA | 07/2017 | 04/2022 |
| Valuesadvisor | San Francisco | CA | 01/2017 | Present |
| Hip Investor Inc | Laguna Beach | CA | 04/2024 | Present |
| Univ Of Berkeley, Haas Business School | Berkeley | CA | 04/2022 | Present |
Start Date 01/2017- Investment Related- Head of Operations at ValuesAdvisor- 10 hrs/mo, none during trading hours. Duties: Strategy and Partnership Development. Manage the development of the website. Start Date 04/2022 - Not Investment Related - Program Director at Univ of Calif at Berkeley, Haas School - 40 hrs/mo. Duties: Strategy and Partnership Development for the Sustainable and Impact Finance Initiative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-04 |
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