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275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-13 |
| UT | RA | APPROVED | 2022-11-15 |
Branch Locations
275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Millcreek, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Point Capital Partners Llc | San Francisco | CA | 10/2012 | Present |
1) NAME: GUARDSMEN CHARITY GROUP. TITLE: MEMBER. START DATE: 01/2004. NOT INVESTMENT RELATED. DUTIES: FUNDRAISING. ADDRESS: B 29250, SF, CA 94129. APPROXIMATELY 10 HOURS PER MONTH. 2) RENTAL PROPERTY, SF, CA, LANDLORD. NOT SECURITIES RELATED, NO HOURS DURING TRADING HOURS. 3) NAME: BIG BROTHERS BIG SISTERS OF UTAH. NOT SECURITIES RELATED, NO HOURS DURING TRADING HOURS. APPROXIMATELY 5-10 HOURS/MONTH. 4) NAME: UNITED KRAV MAGA. TITLE: VOLUNTEER INSTRUCTOR. NOT SECURITIES RELATED. NO HOURS DURING TRADING HOURS. APPROXIMATELY 2-5 HOURS/WEEK. 5) AMERICA'S MIGHTY WARRIORS. TITLE: VOLUNTEER (FINANCIAL PLANNER). NOT SECURITIES RELATED. NO HOURS DURING TRADING HOURS. APPROXIMATELY 1-2 HOURS/WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-21 |
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