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One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-26 |
Branch Locations
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheila Rabaut, Consultant/Contractor To Rabaut Family Foundation | San Francisco | CA | 08/2013 | Present |
| Waypoint Wealth Partners | San Francisco | CA | 09/2016 | 02/2018 |
| Baker Avenue Asset Management Lp | San Francisco | CA | 02/2018 | Present |
Sheila Rabaut/Rabaut Family Foundation, 1846 Greenwich Street, San Francisco CA 94123, consulting/charitable foundation, consultant/contractor to Rabaut Family Foundation and Treasurer/Secretary of Rabaut Family Foundation, 8/2013, 5 hours/month, no time spent during trading hours, charitable organization due diligence, board meeting facilitation and asset allocation management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-19 |
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