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11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-02-03 |
| TX | RA | APPROVED_RES | 2023-01-30 |
Branch Locations
11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
Litchfield Park, AZ • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beverly Hills Wealth Management, Llc | Beverly Hills | CA | 01/2012 | 10/2018 |
| Oak Shore Partners, Llc | Beverly Hills | CA | 12/2016 | 06/2017 |
| Perennial Investment Advisors | Los Angeles | CA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-26 |
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