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1655 North Main St Suite 360, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-24 |
Branch Locations
1655 North Main St Suite 360, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gemmer Asset Management Llc | Walnut Creek | CA | 06/2023 | Present |
| The University Of Alabama | Tuscaloosa | AL | 08/2018 | 05/2023 |
| Pikes Peak Athletics | Colorado Springs | CO | 05/2018 | 08/2021 |
| The University Of Alabama | Tuscaloosa | AL | 05/2022 | 07/2022 |
| Cheyenne Mountain School District | Colorado Springs | CO | 08/2013 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-08 |
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