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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Asset Management (Camas) | San Francisco | CA | 01/2015 | 04/2021 |
| Tactivest | San Francisco | CA | 09/2014 | Present |
| Crypto Brokers | Culver City | CA | 06/2021 | 05/2022 |
1-LIFE AND HEALTH INSURANCE PRODUCTION; SAN FRANCISCO, CA; BUS. TYPE: FIXED INSURANCE/INCLUDES EQUITY INDEXES; SVC. DESCRIPTION: SALES OF FIXED INSURANCE, FIXED & INDEXED ANNUITIES, LTC INSURANCE & HEALTH; DBA NAME: Tactivest; TITLE: LICENSED INSURANCE AGENT; START DATE: 01/16/2015; 10% TIME SPENT. 2- Confetti Tech Ventures LLC - Technology Company; CEO / President; Not Investment Related; 246 12th Ave - Unit 3 San Francisco CA 94118; Description of the business: Technology company, creating artificial intelligence based applications; 2026-03-28; 1 Hr/month devoted to business during trading hours; 40 Hrs per month devoted to business outside trading hours; 1% of total yearly compensation expected to be derived from the business. 3. Durable Power of Attorney for Financial Affairs; Power of Attorney; Not investment related; 246 12th Ave - Unit 3 San Francisco CA 94118; Durable Power of Attorney for Financial Affairs; 2026-04-14; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-04 |
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