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100 Smith Ranch Road Suite 110, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-22 |
Branch Locations
100 Smith Ranch Road Suite 110, San Rafael, CA 94903 • United States
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 |
|---|---|---|---|---|
| Presidio Wealth Management | San Francisco | CA | 09/2008 | 09/2016 |
| Presidio Merchant Partners Llc | San Francisco | CA | 02/2011 | 09/2016 |
| Putney Financial Group | San Rafael | CA | 08/2018 | Present |
| Portsmouth Financial Services Inc. | San Francisco | CA | 08/2018 | Present |
| Self Employed - Philanthropic And Ministry Work | Forest Knolls | CA | 09/2016 | 08/2018 |
| Arete Wealth Mangagement | Chicago | IL | 12/2024 | Present |
IA with Putney Financial Group. Full time. San Geronimo Community Church (non-profit organization). spgchurch.org, 415-488-1757. Position: Treasurer 3 hours per week. No Compensation. Fixed Insurance sales, Insurance Agent; Atlanta, GA; 3 hours per month during trading hours; Start Date: 5/2026. Portsmouth Financial Services dba.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-26 |
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