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800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-27 |
Branch Locations
800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Greenbrae | CA | 06/2019 | 07/2020 |
| Crate And Barrel | Corte Madera | CA | 06/2014 | 08/2017 |
| College Of Marin | Kentfield | CA | 08/2015 | 05/2017 |
| American Blue Chip Investment Management | Larkspur | CA | 05/2018 | 07/2018 |
| University Of California, Berkeley | Berkeley | CA | 08/2017 | 05/2019 |
| Wealth Architects, Llc | Mountain View | CA | 08/2020 | Present |
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