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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
345 California Street Suite 1100, San Francisco, CA 94104 • 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 |
|---|---|---|---|---|
| West Coast Financial, Llc | Santa Barbara | CA | 07/2017 | 07/2018 |
| Hamilton Tharp, Llp | Solana Beach | CA | 01/2014 | 07/2017 |
| West Coast Financial, Llc | Santa Barbara | CA | 07/2018 | 03/2025 |
| Cerity Partners Llc | New York | CA | 04/2025 | Present |
1) Business: Sam Marshall, Sole Proprietor Investment-related: No Address: Santa Barbara, CA Nature of Business: Tax preparation Position: Owner Start Date: January 2025 Number of hours: 0.5 hours per month outside of securities trading hours Duties: Tax preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-09 |
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