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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-28 |
Branch Locations
101 Montgomery Street Suite 2400, San Francisco, CA 94104 • United States
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Instacart | San Francisco | CA | 06/2018 | 08/2018 |
| Treasury Wine Estates | San Francisco | CA | 11/2021 | 06/2022 |
| One Capital Management | San Francisco | CA | 06/2022 | Present |
| Sonoma State University | Rohnert Park | CA | 09/2018 | 10/2021 |
| Sonoma State University | Rohnert Park | CA | 09/2016 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-02 |
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