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12400 Wilshire Blvd. Suite 1460, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
12400 Wilshire Blvd. Suite 1460, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doheny Asset Management | Los Angeles | CA | 09/2010 | Present |
| Cordhaven Capital Management | Los Angeles | CA | 01/2022 | 12/2022 |
| Doheny Asset Management, Llc | Los Angeles | CA | 09/2010 | Present |
Trustee of Paquita Machris Trust. As trustee Sean is in charge of making investment allocation decisions for the trust. Sean began his role as trustee in 2020. On average he spends 10 hours/month on trust related activities, none of which occur during trading hours. Act as a professional Trustee for 4 separate trusts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-02 |
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