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Current Employers
Rational Investment Management, Llc

Mill Valley, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-29
  • CA RA
    APPROVED
    Since 2025-10-29

Branch Locations

Mill Valley, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles W. Proses Accountancy Corporation San Francisco CA 09/2002 Present
  • 09/2002 → Present
    Charles W. Proses Accountancy Corporation
    San Francisco, CA
Other Businesses

CHARLES W. PROSES ACCOUNTANCY CORPORATION; IT IS NOT INVESTMENT-RELATED; ADDRESS IS 1650 CALIFORNIA ST. SAN FRANCISCO, CA 94109; THE NATURE OF THE BUSINESS IS ACCOUNTANCY; POSITION IS CPA/OWNER; START DATE IS 10/2002; APPROXIMATELY 160 HOURS PER MONTH ARE DEVOTED TO THIS BUSINESS; APPROXIMATELY 100 HOURS PER MONTH ARE DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE SERVICING CLIENTS AND MANAGING THE BUSINESS.

Designations

View on SEC IAPD

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