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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
Branch Locations
100 Smith Ranch Rd. Suite 300, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic Financial Partners | San Francisco | CA | 09/2015 | 10/2018 |
| Private Ocean | San Rafael | CA | 10/2018 | 08/2024 |
| Wealthspire Advisors Llc | San Rafael | CA | 08/2024 | Present |
Center for Reproductive Rights. Non-investment related. Co-Chair, Bay Area Leadership Council. 1-3 hours per month Chautauqua Foundation, Board of Trustees. Governance & Nominating Committee, Investment Committee. 1 - 3 hours per month The Bay School. Endowment Campaign Committee, Annual Fund Committee. 1-3 hours per month Electing Women Bay Area. Non-investment related. Co-Founder. 1-3 hours per month American Corporate Partners. Non-investment related. Mentor to veterans transitioning to civilian careers. 1-2 hours per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-06-21 |
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