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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-13 |
Branch Locations
345 California Street Suite 1100, San Francisco, CA 94104 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svb Wealth Llc | San Francisco | CA | 09/2022 | 03/2026 |
| Pricewaterhousecoopers Advisory Services Llc | Los Angeles | CA | 10/2021 | 08/2022 |
| Boston Private Wealth Llc | Los Angeles | CA | 09/2018 | 09/2021 |
| University Of California, Davis | Davis | CA | 09/2012 | 12/2017 |
| Santa Monica College | Santa Monica | CA | 01/2018 | 08/2018 |
| Trader Joes | Santa Monica | CA | 01/2018 | 08/2018 |
| First Citizens Investor Services | Raleigh | NC | 10/2025 | 03/2026 |
| First Citizens Bank | San Francisco | CA | 10/2025 | 03/2026 |
| Cerity Partners Llc | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-24 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-04 |
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