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6700 Koll Center Parkway Suite 230, Pleasanton, CA 94566 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-20 |
Branch Locations
6700 Koll Center Parkway Suite 230, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mirador Capital Partners | Pleasanton | CA | 06/2023 | Present |
| Okta, Inc. | San Francisco | CA | 11/2021 | 03/2023 |
| Autodesk, Inc. | San Francisco | CA | 10/2015 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-20 |
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