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Current Employers
Forward Horizon Investment

Los Altos, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-11
  • CA RA
    APPROVED
    Since 2025-04-11

Branch Locations

Los Altos, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2023 → Present
    Forward Horizon Investment L.L.C.
    Millbrae, CA
  • 11/2022 → Present
    Self-Employed
    Millbrae, CA
  • 02/2022 → 11/2022
    Grow Therapy
    New York City, NY
  • 03/2018 → 01/2022
    Signalfire
    San Francisco, CA
  • 11/2014 → 03/2018
    Stitch Fix
    San Francisco, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-17
  • S65 Uniform Investment Adviser Law Examination
    2023-10-17

View on SEC IAPD

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