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Mill Valley, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| On Keel Capital, Llc | Mill Valley | CA | 12/2007 | 01/2017 |
| Equius Partners, Llc | Novato | CA | 01/2017 | 11/2019 |
| Sutter Securities Inc. | Irvine | CA | 04/2022 | Present |
| Unemployed | Mill Valley | CA | 11/2019 | 11/2020 |
| On Keel Capital, Llc | Mill Valley | CA | 11/2020 | Present |
I am a registered representative with Sutter Securities Inc., a broker-dealer in the investment business. Corporate address is 6 Venture, Suite 395, Irvine, CA 92618. I began work at Sutter in April 2022. It is a full-time job; I am raising capital for private and public companies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-22 |
| S65 | Uniform Investment Adviser Law Examination | 2007-10-26 |
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