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95 Third St, 2Nd Floor, San Francisco, CA 94103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-26 |
| OR | RA | APPROVED | 2026-08-05 |
| CA | RA | APPROVED | 2026-07-30 |
| GA | RA | APPROVED | 2026-07-30 |
| MO | RA | APPROVED | 2026-07-29 |
| WA | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
95 Third St, 2Nd Floor, San Francisco, CA 94103 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 06/2020 | 02/2022 |
| Washington Trust | Westerly | RI | 06/2019 | 08/2019 |
| Marist College | Poughkeepsie | NY | 08/2015 | 06/2020 |
| Taylor Rental True Value | Wellesley | MA | 06/2018 | 08/2018 |
| Wellesley Recreation | Wellesley | MA | 06/2016 | 08/2017 |
| Dimensional Fund Advisors | Austin | TX | 03/2022 | 07/2026 |
| Cache Securities | San Francisco | CA | 07/2026 | Present |
| Cache Advisors | San Francisco | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-13 |
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