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301 Howard St., Suite 1410, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-07 |
| CA | RA | APPROVED | 2026-08-04 |
Branch Locations
119 West 24Th St, New York, NY 10011 • United States
301 Howard St., Suite 1410, San Francisco, CA 94105 • 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 |
|---|---|---|---|---|
| United States Liability Insurance | Wayne | PA | 06/2021 | 12/2022 |
| Barnegat Light Borough | Barnegat Light | NJ | 06/2018 | 08/2020 |
| Sei Investments | Oaks | PA | 07/2022 | 02/2026 |
| Unemployed | West Chester | PA | 09/2020 | 05/2021 |
| Unemployed | West Chester | PA | 01/2022 | 06/2022 |
| Unemployed | Millstone | NJ | 05/2013 | 04/2018 |
| Ldr Capital Mngt | New York | NY | 02/2026 | 07/2026 |
| Frec | San Francisco | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
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