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156 2Nd St Suite 610, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-31 |
| AR | RA | APPROVED | 2026-08-28 |
| CA | RA | APPROVED | 2026-08-28 |
| CO | RA | APPROVED | 2026-08-28 |
| CT | RA | APPROVED | 2026-08-28 |
| DE | RA | APPROVED | 2026-08-28 |
| IL | RA | APPROVED | 2026-08-28 |
| IN | RA | APPROVED | 2026-08-28 |
| IA | RA | APPROVED | 2026-08-28 |
| KY | RA | APPROVED | 2026-08-28 |
| MD | RA | APPROVED | 2026-08-28 |
| MN | RA | APPROVED | 2026-08-28 |
| MS | RA | APPROVED | 2026-08-28 |
| MO | RA | APPROVED | 2026-08-28 |
| NV | RA | APPROVED | 2026-08-28 |
| NY | RA | APPROVED | 2026-08-28 |
| NC | RA | APPROVED | 2026-08-28 |
| OK | RA | APPROVED | 2026-08-28 |
| OR | RA | APPROVED | 2026-08-28 |
| PA | RA | APPROVED | 2026-08-28 |
| SC | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-28 |
| VA | RA | APPROVED | 2026-08-28 |
| WA | RA | APPROVED | 2026-08-28 |
| WI | RA | APPROVED | 2026-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gelber Group Llc | Chicago | IL | 08/2015 | 05/2021 |
| Fivetran Inc. | Oakland | CA | 05/2021 | 10/2024 |
| Productiv Inc. | Palo Alto | CA | 10/2024 | 08/2026 |
| Syntheticfi Llc | Centennial | CO | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-28 |
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