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919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-22 |
Branch Locations
919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The John Carroll School | Bel Air | MD | 08/2015 | 06/2016 |
| Unemployed | Bel Air | MD | 06/2016 | 08/2016 |
| The John Carroll School | Bel Air | MD | 08/2016 | 06/2017 |
| Panera Bread | Bel Air | MD | 06/2017 | 08/2017 |
| The John Carroll School | Bel Air | MD | 08/2017 | 06/2018 |
| Harford County Public Schools | Bel Air | MD | 06/2018 | 08/2018 |
| The John Caroll School | Bel Air | MD | 08/2018 | 06/2019 |
| Harford County Public Schools | Bel Air | MD | 06/2019 | 09/2019 |
| Santa Clara University | Santa Clara | CA | 09/2019 | 06/2020 |
| Krause Construction | Forrest Hill | MD | 06/2020 | 09/2020 |
| Santa Clara University | Santa Clara | CA | 09/2020 | 06/2021 |
| Enoteca La Storia | San Jose | CA | 06/2021 | 05/2022 |
| Santa Clara University | Santa Clara | CA | 09/2021 | 06/2022 |
| Stansberry Asset Management | San Mateo | CA | 06/2022 | 07/2023 |
| Santa Clara University | Santa Clara | CA | 09/2022 | 06/2023 |
| Stansberry Asset Management | Dallas | TX | 07/2023 | 01/2024 |
| Summitry, Llc | Foster City | CA | 08/2024 | Present |
| Unemployed | Los Gatos | CA | 01/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-21 |
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