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1 La Cruz Avenue, Suite 202, Millbrae, CA 94030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-24 |
Branch Locations
1 La Cruz Avenue, Suite 202, Millbrae, CA 94030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matthews International Capital Management, Llc | San Francisco | CA | 02/2022 | 12/2023 |
| Foreside Funds Distributors Llc | San Francisco | CA | 02/2022 | 12/2023 |
| The Burgiss Group Llc | Hoboken | NJ | 10/2021 | 01/2022 |
| Caissa Llc | San Francisco | CA | 02/2021 | 09/2021 |
| Unemployed | Berkeley | CA | 08/2020 | 01/2021 |
| Tiedemann Advisors Llc | San Francisco | CA | 10/2016 | 07/2020 |
| Presidio Group Llc | San Francisco | CA | 10/2011 | 09/2016 |
| Conquis Financial Llc | Millbrae | CA | 10/2024 | Present |
| Unemployed | Berkeley | CA | 01/2024 | 09/2024 |
2) Eastbayshore Eruv Corporation; Non-Investment Related; Berkeley, CA; Began 08/2021; Religious non profit; President; Lead the board of this non profit in managing its fundraising, tax filings, and registrations with local and state authorities; 4 hours per month with 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-09 |
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