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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-18 |
Branch Locations
203 Redwood Shores Parkway Suite 510, Redwood City, CA 94065 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hayashi Wayland Investment Services | Carmel | CA | 06/2016 | 03/2022 |
| Bordeaux Wealth Advisors | Menlo Park | CA | 03/2022 | 07/2025 |
| Cerity Partners Llc | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-06 |
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