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16 Funston Ave Suite A, San Francisco, CA 94129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-06-15 |
Branch Locations
16 Funston Ave Suite A, San Francisco, CA 94129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Virginia | Charlottesville | VA | 08/2013 | 05/2017 |
| Unemployed | New York | NY | 05/2017 | 11/2017 |
| Sweet Ranger, Llc | New York | NY | 11/2017 | 07/2018 |
| The Fedcap Group | New York | NY | 07/2018 | 03/2020 |
| Vibrant Emotional Health | New York | NY | 04/2020 | 01/2022 |
| Montcalm Tcr, Llc | San Francisco | CA | 02/2022 | Present |
| Montcalm Tcr Llc | San Francisco | CA | 03/2024 | Present |
Contracted on an hourly basis to help with ad hoc projects by my former employer, Vibrant Emotional Health. All projects are related to corporate finance (budgeting and reporting), and not at all related investment activities or investment advisory.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
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