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2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-12 |
Branch Locations
2 Belvedere Place Suite 230, Mill Valley, CA 94941 • United States
2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Join It, Inc. | San Francisco | CA | 05/2017 | Present |
| Lending Club | San Francisco | CA | 04/2015 | 05/2017 |
Co-founder and Chief Financial Officer of Join IT, Inc. A membership management software company, providing software for membership-based organizations. This business is not investment related. Started 05/08/2017. Approximately 10 hours per week outside of market hours. Business is located in Redmond, Washington.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-12 |
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