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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
1435 Anacapa Street, Santa Barbara, CA 93101 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
1435 Anacapa Street, Santa Barbara, CA 93101 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Coast Financial, Llc | Santa Barbara | CA | 09/2015 | 07/2017 |
| West Coast Financial, Llc | Santa Barbara | CA | 07/2017 | 04/2025 |
| Cerity Partners Llc | Sanat Barbara | CA | 04/2025 | Present |
Channel Islands YMCA; investment-related (Yes); 1180 Eugenia Place, Suite 104, Carpinteria, CA 93013; Nonprofit; Board Member, Chair of Investment Committee (voting member); 6/24/2020, 2 hours per quarter during business hours, 2 hours per quarter during non-business hours, no compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-06 |
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