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400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-12 |
| CA | RA | APPROVED | 2024-06-19 |
| TX | RA | APPROVED | 2024-06-19 |
Branch Locations
400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ids Life Insurance Company | Los Angeles | CA | 10/1990 | Present |
| Bny Mellon Wealth Management | San Francisco | CA | 05/1992 | 05/2022 |
| Bmo Family Office | Los Angeles | CA | 06/2022 | 04/2024 |
| Elyxium Wealth, Llc | San Mateo | CA | 05/2024 | Present |
1) ELYXIUM FAMILY OFFICE, LLC; INVESTMENT RELATED; SAN MATEO CA; FAMILY OFFICE SERVICES; MANAGING MEMBER; 05/2024; 0 HOURS/MONTH. 2) ELYXIUM CAPITAL LLC; INVESTMENT RELATED; SAN MATEO CA; AFFILIATE COMPANY; MANAGING MEMEBER; 05/2024; 0 HOURS/MONTH. 3) JACK TODD ESTATE; NON-INVESTMENT RELATED; N/A; SETTLING ESTATE; SUCCESSOR CO-TRUSTEE; 2018; 10 HOURS/MONTH; 0 HOURS/MONTH; ADMINISTERING ESTATE SETTLEMENT MATTERS
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