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2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2019-05-08 |
| TX | RA | APPROVED | 2019-05-06 |
| CA | RA | APPROVED | 2018-05-21 |
Branch Locations
2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Pasadena | CA | 07/2000 | 05/2018 |
| Bank Of America,Na | Pasadena | CA | 09/2009 | 05/2018 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 05/2018 | 12/2019 |
| Pasadena Private Wealth, Llc | Pasadena | CA | 05/2018 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 05/2020 | Present |
| Gt Securities, Inc. | Los Angeles | CA | 01/2025 | Present |
1. Pasadena Private Wealth, LLC. Investment Related. 2 North Lake Avenue, Suite 520, Pasadena, CA 91101. RIA. CEO, Managing Partner. 05/2018. 120 Hrs/Mo; All During Trading Hours. Partner in Firm. 2. Pasadena Private Real Estate, LLC. Investment Related. 2 North Lake Ave, Suite 520, Pasadena, CA 91101. Real Estate Investment Fund. General Partner. 10/2019. 16 Hrs/Mo; 4 hours duringTrading Hours. Partner in Firm. 3. Fixed Insurance. Not Investment Related. 2 North Lake Avenue, Suite 520, Pasadena, CA 91101. Fixed Insurance. Insurance Agent. 05/2018. 2-3 Hrs/Mo; All During Trading Hours. Writing Fixed Insurance for Clients. 4. Simon Holford Irr. Trust - Investment Related; Irrevocable Trust; Trustee; 9/23/2008; 4 hours per month; 3 hours during trading hours; Responsible for investing assets in the trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-05 |
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