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15410 Pozzan Road, Healdsburg, CA 95448 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mellon Capital Management | San Francisco | CA | 03/2014 | 03/2018 |
| Mellon Investments | San Francisco | CA | 03/2018 | 03/2020 |
| Mellon Investments | San Francisco | CA | 03/2020 | 07/2021 |
| Extended Travel | Geyserville | CA | 08/2021 | 03/2023 |
| Iluka Technologies | Healdsburg | CA | 04/2023 | Present |
| Iluka Advisors Llc | Healdsburg | CA | 02/2024 | Present |
Sam Valtenbergs provides data science and software engineering consulting services through Iluka Technologies at the same primary address as the investment advisory firm. He spends approximately 10% of his time engaged in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-07 |
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