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281 Brooks Street, Laguna Beach, CA 92651-2974 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-15 |
Branch Locations
281 Brooks Street, Laguna Beach, CA 92651-2974 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janus Distributors Llc | Denver | CO | 05/2013 | 04/2019 |
| Janus Management Holdings Corporation | Denver | CO | 05/2013 | 04/2019 |
| Inverness Solutions, Llc | Oak Park | CA | 12/2012 | 12/2018 |
| Natixis Investment Managers | Boston | MA | 04/2019 | 09/2021 |
| Wcm Investment Management | Laguna Beach | CA | 10/2021 | Present |
| Imst Distributors, Llc | Laguna Beach | CA | 10/2021 | Present |
1) WCM Investment Management; Laguna Beach, CA; Investment Related; Began 09/2021; Marketing Investments; Managing Director; Market WCM investment vehicles to include LP, SMA and Mutual Funds; 240 hours per month with 0 hours during trading hours 2) In addition to being an investment advisor representative of WCM Investment Management, this associate is a registered representative of IMST Distributors, an unaffiliated broker dealer, for the purposes of selling WCM Investment Management funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-07 |
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