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2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
50 California Street Suite 1500, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hmb Brewing Company | Half Moon Bay | CA | 06/2013 | 09/2016 |
| University Of California | Los Angeles | CA | 09/2015 | 06/2019 |
| University Of California | Los Angeles | CA | 02/2018 | 10/2018 |
| Miricle Mile Advisors | Los Angeles | CA | 10/2018 | 06/2019 |
| Ieq Capital, Llc | Foster City | CA | 07/2019 | 08/2021 |
| Half Moon Bay High School | Half Moon Bay | CA | 09/2011 | 06/2016 |
| Summit Trail Advisors, Llc | San Francisco | CA | 09/2022 | Present |
| Sabbatical | San Francisco | CA | 09/2021 | 08/2022 |
Evolve Collective, not investment-related, San Francisco, CA. 94123, Clothing Production, Owner, 5/1/2022, 12 hrs/ month, 0 hrs/ month during trading hours, Designing and Producing Clothing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-04 |
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