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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-26 |
Branch Locations
100 Shoreline Highway Suite B-101, Mill Valley, CA 94941 • 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 |
|---|---|---|---|---|
| Tawla | San Francisco | CA | 08/2016 | 03/2018 |
| Vanbarton Group Llc | San Francisco | CA | 06/2023 | 08/2023 |
| Rockhill Management Llc | San Francisco | CA | 04/2023 | 06/2023 |
| Proper Hotel | San Francisco | CA | 03/2018 | 03/2020 |
| Farm Shop | Larkspur | CA | 08/2025 | Present |
| Northwestern Mutual Investment Services Llc | San Francisco | CA | 09/2023 | 11/2025 |
| Cerity Partners Llc | New York | NY | 03/2026 | Present |
| Full-Time Education | San Francisco | CA | 08/2019 | 05/2023 |
1) Farm Shop; Not investment-related; Larkspur, CA; Restaurant; Server; 08/2025; 20 hours per month outside of securities trading hours; serve food and beverage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-29 |
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