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156 2Nd St Suite 610, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-29 |
| PA | RA | APPROVED | 2026-07-14 |
| MO | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED_RES | 2026-07-13 |
Branch Locations
156 2Nd St Suite 610, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berknell Financial Group | Bladensburg | MD | 10/2015 | 07/2022 |
| Onyx Advisor Network | Madera | CA | 06/2020 | 12/2023 |
| Altruist | Venice | CA | 10/2019 | 06/2026 |
| Yarnway Wealth Management, Llc | Sacramento | CA | 04/2022 | 08/2024 |
| Syntheticfi Llc | San Francisco | CA | 07/2026 | Present |
Altruist, Head of Community, Investment-related, 1621 Abbot Kinney Blvd. Floor 2, Venice, CA 90291, 10/2019, 30 hours per month, 0 during trading hours, Marketing consultation and content creation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-12 |
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