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512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-04 |
| CA | RA | APPROVED | 2017-08-29 |
Branch Locations
San Francisco, CA • United States
512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Francisco State University | San Francisco | CA | 08/1995 | 01/2022 |
| Cgn Advisors, Llc | San Francisco | CA | 08/2017 | Present |
| Huckleberry Capital Management | Cupertino | CA | 01/2017 | 09/2017 |
Mr. Leitao owns a vacation home for which he receives income for temporary vacation rentals. Mr. Leitao devotes approximately 2 hours to this business per month, include 0 hours during market hours. This role is not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-13 |
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