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Irvine, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gama Wealth Management | Irvine | CA | 07/2015 | 11/2019 |
| Credit Suisse | Zurich | 12/2019 | 06/2022 | |
| Gama Wealth Management | Irvine | CA | 08/2021 | 09/2021 |
| Gama Wealth Management | Irvine | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-24 |
| S66 | Uniform Combined State Law Examination | 2007-11-01 |
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