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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
1550 El Camino Real Suite 100, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bordeaux Wealth Advisors | Menlo Park | CA | 06/2024 | Present |
| Checkbook Inc | San Mateo | CA | 11/2022 | 06/2024 |
| Unemployed | Palo Alto | CA | 07/2022 | 11/2022 |
| Mvp Ventures | Menlo Park | CA | 01/2022 | 07/2022 |
| Stanford University | Stanford | CA | 12/2020 | 01/2022 |
| Itau Unibanco Sa | Sao Paulo | 01/2011 | 12/2020 | |
| Focus Partners Wealth, Llc | Boston | MA | 07/2025 | Present |
CFA Society of SF; investment related; 201 Spear Street Suite 1100, San Francisco, CA 94105; nonprofit; volunteer member of the Member Programming Advisory Council; 2022; 1/hr a month outside of business hours; aid the MPAC supporting members and community professionals in career goals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-10 |
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