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6125 Memorial Dr, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California - San Diego | San Diego | CA | 09/2015 | 06/2019 |
| Tcwglobal | San Diego | CA | 07/2019 | 02/2021 |
| Better.cOm | Irvine | CA | 03/2021 | 03/2022 |
| Crowdstreet Advisors, Llc | Austin | TX | 03/2022 | 10/2024 |
| Crowdstreet Inc | Austin | TX | 03/2022 | 10/2024 |
| Crowdstreet Capital Llc | Austin | TX | 07/2022 | 10/2024 |
| Meeder Advisory Services, Inc. | Dublin | OH | 10/2024 | Present |
CrowdStreet Inc. which is the parent company of CrowdStreet Capital (broker-dealer) and CrowdStreet Advisors (investment advisory). 03/2022-Present. Austin Texas. CrowdStreet Capital LLC, investment related, Austin TX, Investor Relations Associate Analyst, 07/2022-Present.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-23 |
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