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225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-01 |
Branch Locations
225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
2040 Bancroft Way, Suite 300, Berkeley, CA 94704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkside Advisors Llc | Berkeley | CA | 12/2023 | 06/2025 |
| Summit Financial Group | San Ramon | CA | 06/2022 | 09/2022 |
| East Palo Alto Tennis & Tutoring | Palo Alto | CA | 06/2022 | 06/2023 |
| California State University, Chico | Chico | CA | 07/2019 | 05/2023 |
| Berkeley High-School | Berkeley | CA | 08/2015 | 06/2019 |
| Berkeley High-School Crew | Berkeley | CA | 07/2023 | Present |
| Northrock Partners | Berkeley | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-27 |
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