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1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-18 |
| CA | RA | APPROVED | 2015-11-13 |
Branch Locations
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
Princeton, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Woodland Hills | CA | 08/2012 | Present |
| Team Referral Network | Laverne | CA | 02/2013 | Present |
| Greater Van Nuys Rotary | Northridge | CA | 07/2013 | Present |
| Steel Peak Wealth Management, Llc | Woodland Hills | CA | 11/2015 | Present |
8/2012-PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, WOODLAND HILLS, CA, INSURANCE SALES, INSURANCE AGENT, INVESTMENT RELATED. 2/2013-PRESENT, TEAM REFERRAL NETWORK, LAVERNE, CA, NETWORK CHAPTER, CHAPTER PRESIDENT, NOT INVESTMENT RELATED, 20 HOURS/MONTH, 1 HOUR/DAY DURING SECURITIES TRADING HOURS. 7/2013-PRESENT, GREATER VAN NUYS ROTARY, NORTHRIDGE, CA, ROTARY CLUB, MEMBERSHIP CHAIR, NOT INVESTMENT RELATED, 20 HOURS/MONTH, 1 HOUR/DAY DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-03 |
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