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Reading the graph
Advisor at KAUZER CAPITAL MANAGEMENT, LLC
WALNUT CREEK, 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 |
|---|---|---|---|---|---|---|
| KAUZER CAPITAL MANAGEMENT, LLC | State registered | Jun 10, 2025 | n/a | yes | WALNUT CREEK, CA | Current employment |
| FORT POINT CAPITAL PARTNERS LLC | Independent wealth | Dec 23, 2014 | Aug 15, 2022 | no | SAN FRANCISCO, CA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Apr 30, 2013 | Oct 17, 2014 | no | SAN MATEO, CA|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORT POINT CAPITAL PARTNERS LLC | KAUZER CAPITAL MANAGEMENT, LLC | Aug 15, 2022 | Jun 10, 2025 | 1,030 | Firm change after gap | RIA to state RIA |
| FISHER INVESTMENTS | FORT POINT CAPITAL PARTNERS LLC | Oct 17, 2014 | Dec 23, 2014 | 67 | Firm change | Other |