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251 S. Lake Ave. #800, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-11-14 |
Branch Locations
1210 E. Green St., Ste. 100, Pasadena, CA 91106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Street Wealth Planning | South Pasadena | CA | 11/2003 | Present |
| Private Trust Management Group | Pasadena | CA | 10/2009 | Present |
Private Trust Management Group investment-related 1210 E. Green Street, Suite 100, Pasadena, California 91106 trustee services Professional Fiduciary Advisor 10/2009 ~40 hours per week all hours during trading serve as a private trustee in the administration of trusts, serve as executor or administrator of estates
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-10 |
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