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15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-11-21 |
Branch Locations
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charlesworth & Rugg, Inc. | Sherman Oaks | CA | 07/1983 | 06/2022 |
| Charlesworth & Rugg, Inc., Dba Highline Wealth Partners | Sherman Oaks | CA | 06/2022 | 12/2024 |
| Highline Wealth Partners, Llc (Fka Charlesworth & Rugg, Inc.) | Sherman Oaks | CA | 12/2024 | Present |
1. 01/2023 - Present; Independent Bookkeeper for Donald D. Rugg's personal accounts (former employer). Not investment related. Conducted at Mr. Rugg's personal residence in Woodland Hills, CA. Hours per month - approximately 5, all outside of trading hours. 2. 01/2023 - Present; Occasional Bookkeeper/Admin for my husband's company, Robert Sternberg & Associates. Not Investment related. 4195 Thousand Oaks Blvd., Suite 250, Westlake Village, CA 91362. I fill in when he is in-between employees, and help with his office's admin tasks. Hours per month - approximately 5, all generally outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-21 |
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