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790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-03 |
| TX | RA | APPROVED | 2020-02-03 |
Branch Locations
790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonemark Wealth Management Fka Wespac Advisors Socal Llc | Pasadena | CA | 06/2011 | 01/2020 |
| The Leaders Group, Inc. | Littleton | CO | 04/2014 | Present |
| Strategy Asset Managers L.L.C | Pasadena | CA | 02/2020 | Present |
1.) STRATEGY ASSET MANAGERS - 2/1/2020 - 790 E. Colorado Blvd, Suite 200 PASADENA, CA 91101 - Managing Director and Sr. Portfolio Manager, Manage Portfolios, Invt Rel, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) Strategy Insurance Services, LLC; Investment Related; 790 E. Colorado Blvd., Suite 200,Pasadena, CA 91101; Insurance Agency; Insurance Agent; 01/10/2023; 20 hours per month; 5 hours per month during securities trading hours; Sales and marketing of insurance products to clients and prospects.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-16 |
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