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9191 Towne Centre Drive Suite 575, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-17 |
Branch Locations
9191 Towne Centre Dr. Ste. 575, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seabird Investment Partners | San Diego | CA | 09/2022 | Present |
| Warburg Pincus | New York | NY | 07/2020 | 05/2021 |
| Scs Financial | Boston | MA | 01/2019 | 07/2019 |
| Brown Brothers Harriman | New York | NY | 01/2018 | 07/2018 |
| Northeastern University & Various | Boston | MA | 09/2004 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-17 |
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