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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-06 |
Branch Locations
580 California Street Suite 2300, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | San Francisco | CA | 02/2007 | 09/2016 |
| Raymond James & Associates, Inc. | San Francisco | CA | 09/2016 | 12/2023 |
| Oppenheimer & Co. Inc. | San Francisco | CA | 12/2023 | Present |
(1)Name of Business: Rental Property III Summit Address: 15 Santa Lucia , Orinda , CA, 94563, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 25 % partner . Responsible for 25 % share of liabilities and benefits (OPCO PENDING REVIEW) 1. 1801 WASHOE DR. OLYMPIC VALLEY, CA. RENTAL PROPERTY/SOLE OWNER. START DATE: 12/10/2010. 12 HOURS.MONTH 2. 2940 SUMMIT ST. OAKLAND, CA 94562 - PASSIVE OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-14 |
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