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4 Orinda Way Suite 100-A, Orinda, CA 94563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-21 |
| CA | RA | APPROVED | 2022-04-20 |
Branch Locations
4 Orinda Way Suite 100-A, Orinda, CA 94563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penserra Securities | New York | NY | 03/2013 | Present |
| East West Advisers, Llc | Lafayette | CA | 12/2016 | Present |
| Cheevers And Company, Inc. | Orinda | CA | 12/2016 | Present |
TrexAir Aviation Academy | Not Investment Related | 161 John Glenn Drive Concord CA 94520 | Pilot Training Program | CFO | 10/042024 | 21-40 hours per month | No work is conducted during trading hours | Duties include controlling the financial aspects of the company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2007-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-27 |
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