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3403 E Valley St Suite 215, Seattle, WA 98112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-27 |
Branch Locations
23 Corporate Plaza Dr Suite 150, Newport Beach, CA 92660 • United States
3403 E Valley St Suite 215, Seattle, WA 98112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Partner Management Llc | Newport Beach | CA | 06/2020 | Present |
| Darktrace | Austin | TX | 09/2018 | 06/2020 |
| Unemployed | Los Angeles | CA | 07/2018 | 09/2018 |
| Peerspace | Los Angeles | CA | 09/2017 | 07/2018 |
| Ucla | Los Angeles | CA | 09/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-27 |
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