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Account
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4500 Park Granada Suite 202, Calabasas, CA 91302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| CA | RA | APPROVED | 2023-03-02 |
Branch Locations
4500 Park Granada Suite 202, Calabasas, CA 91302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westlake Village | CA | 06/2015 | 06/2021 |
| The Forum Group, Llc | Las Vegas | NV | 09/2021 | Present |
| Mari Legacy Group, Llc | Calabasas | CA | 03/2023 | Present |
1. CONNIE WEBB; NON INVESTMENT-RELATED; BOOKKEEPING; BOOKKEEPER; SEPT 2021; 30 HOURS; 1 TRADING HOUR; MAINTAIN FINANCIAL ENTRIES AND RECONCILIATIONS WITH NON-CLIENTS OF MARI LEGACY GROUP LLC 2. COMPASS CHRISTIAN ACADEMY; NON INVESTMENT-RELATED; 15950 CHATSWORTH ST. GRANADA HILLS, CA 91344; PRIVATE SCHOOL; BOARD TREASURER; FEB 2023; 5 HOURS; 1 TRADING HOUR; CREATE OPERATING BUDGET FOR OVERALL OPERATIONS AND SPECIFIC PROGRAMS AS NEEDED 3. THE FORUM GROUP LLC; NON INVESTMENT RELATED. 7582 LAS VEGAS BLVD S # 187 LAS VEGAS NV 89123-1009; CONSULTING COMPANY AND HOLDING COMPANY; INDEPENDENT CONTRACTOR SINCE 09/2024 CHIEF FINACIAL OFFICER SINCE 03/2025; 30 HOURS PER MONTH; 30 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES INCLUDE FINANCIAL ANAYLYSIS, CASH FLOW MANAGEMENT, STRATEGIC PLANNING, BUDGETING, AND BOOKKEEPING FOR THE FORUM GROUP LLC AND ITS SUBSIDIARY ENTITES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
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