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Advisor at FORT POINT CAPITAL PARTNERS LLC
SAN FRANCISCO, CA | SAN RAFAEL, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FORT POINT CAPITAL PARTNERS LLC | Independent wealth | Jun 2, 2016 | n/a | yes | SAN FRANCISCO, CA | Current employment |
| LAKESIDE NORTH CAPITAL ADVISORS, LLC | State registered | Jul 17, 2015 | n/a | yes | SAN RAFAEL, CA | Current employment |
| OKLO FINANCIAL, LLC | Former SEC adviser | Nov 18, 2003 | Dec 10, 2014 | no | SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OKLO FINANCIAL, LLC | LAKESIDE NORTH CAPITAL ADVISORS, LLC | Dec 10, 2014 | Jul 17, 2015 | 219 | Firm change | Other |