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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-05 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
345 California Street Suite 1100, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | San Jose | CA | 07/2013 | 03/2018 |
| Silicon Valley Bank | Palo Alto | CA | 04/2018 | 06/2021 |
| Peninsula Wealth, Llc | San Francisco | CA | 06/2021 | 02/2023 |
| Freestone Capital Management, Llc | San Francisco | CA | 03/2023 | 01/2026 |
| Cerity Partners Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-22 |
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