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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-15 |
| CA | RA | APPROVED | 2020-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ursa Financial, Llc | San Francisco | CA | 11/2019 | Present |
| Ursa Technologies, Inc. | San Francisco | CA | 10/2019 | Present |
| Trim D.B.A Ask Benjamin, Inc. | San Francisco | CA | 05/2017 | 10/2019 |
| Lumos Labs | San Francisco | CA | 08/2015 | 05/2017 |
10/2019 - Present. Ursa Technologies, Inc. San Francisco, CA, USA Co-founder & CEO Investment Related - NO.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-20 |
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