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701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-10 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
560 Mission Street Suite 2800, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | San Francisco | CA | 06/2021 | 08/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 05/2023 | 08/2023 |
| March Capital Management | San Francisco | CA | 05/2020 | 08/2020 |
| University Of Nevada Reno | Reno | NV | 08/2018 | 12/2020 |
| Peet's Coffee And Tea | San Rafael | CA | 05/2018 | 01/2019 |
| Whole Foods | San Rafael | CA | 07/2016 | 09/2016 |
| Terra Linda High School | San Rafael | CA | 08/2013 | 06/2017 |
| Montana State University | Bozeman | MT | 08/2017 | 05/2018 |
| Curative | San Rafael | CA | 03/2021 | 06/2021 |
| J.P. Morgan Securities Llc | San Francisco | CA | 12/2023 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 12/2023 | 04/2026 |
| Lbc Camps Llc | Larkspur | CA | 06/2017 | 12/2017 |
| Unemployed | San Francisco | CA | 09/2023 | 11/2023 |
| Unemployed | San Francisco | CA | 01/2021 | 02/2021 |
| Freestone Capital Management, Llc | San Francisco | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-04 |
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