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30 Liberty Ship Way #3225, Sausalito, CA 94965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-11 |
| CA | RA | APPROVED | 2023-04-07 |
Branch Locations
30 Liberty Ship Way #3225, Sausalito, CA 94965 • United States
30 Liberty Ship Way #3225, Sausalito, CA 94965-3324 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santa Monica Partners | Larchmont | NY | 08/2020 | 01/2023 |
| Brandes Investment Partners | La Jolla | CA | 08/2019 | 08/2020 |
| Utah Tech University | St. George | UT | 08/2015 | 05/2019 |
| Caldwell Sutter Capital, Inc. | Sausalito | CA | 01/2023 | Present |
| Brandes Institute | San Diego | CA | 01/2016 | 08/2019 |
I am the editor of a Santa Monica Partners book. As of March 2025, I am receiving a share of the profits from the sale of the books. This is non-investment related. I devote less than one hour per month on this, which may or may not be during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-07 |
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