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Los Altos, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forward Horizon Investment L.L.C. | Millbrae | CA | 08/2023 | Present |
| Self-Employed | Millbrae | CA | 11/2022 | Present |
| Grow Therapy | New York City | NY | 02/2022 | 11/2022 |
| Signalfire | San Francisco | CA | 03/2018 | 01/2022 |
| Stitch Fix | San Francisco | CA | 11/2014 | 03/2018 |
Conduct technical data science & AI related consulting work to start-up and venture capital firm. These work are purely technical and software related and has no association with stock and equity selection or recommendation. Typically spent 25-30 hours per week. Owns and manages rental properties. Approximately two-three hours a month are spent on this other business activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-17 |
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