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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-02 |
Branch Locations
3945A Market St, Wilmington, NC 28403 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monroe Hardware | Mint Hill | NC | 10/2019 | 04/2021 |
| Zermatt Wealth Partners | Wilmington | NC | 05/2023 | 03/2026 |
| Hickory Grove Christian School | Charlotte | NC | 08/2013 | 05/2021 |
| University Of Noth Carolina -Wilmington | Wilmington | NC | 08/2021 | 12/2024 |
| Farther | Wilmington | NC | 03/2026 | Present |
1) Ashore Services LLC; not investment-related; Professional Cleaning Service; Owner; started 01/2023; approximately 4 hours per month, none during securities trading hours; provide professional cleaning services to residential homes. 2) Independent Insurance Agent; not investment-related; started 03/2024; approximately 4 hours per month, zero hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-02 |
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