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Simon Street Reeves

Pasadena Private Wealth, LLC

Irvine, CA

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Current Employers
Pasadena Private Wealth, Llc

2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-24
  • CA RA
    APPROVED
    Since 2023-07-24

Branch Locations

9900 Research Drive, Irvine, Ca 92618, Irvine, CA 92618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiderock Financial, Llc Irvine CA 09/2010 Present
Pasadena Private Wealth, Llc Pasadena CA 07/2023 Present
Previous Registrations
  • 2011-01-27 → 2024-07-04
    Tiderock Financial, Llc
    Irvine, CA
  • 2010-04-26 → 2012-11-01
    Greenberg Graham Advisors Llc
    Lehi, UT
  • 2007-09-12 → 2010-08-06
    Adaptive Wealth Engineering
    Las Vegas, NV
  • 2003-09-04 → 2004-03-23
    Equitable Advisors, Llc
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-30
S66 Uniform Combined State Law Examination 2003-09-03
  • S65 Uniform Investment Adviser Law Examination
    2007-04-30
  • S66 Uniform Combined State Law Examination
    2003-09-03
Other Names
  • Simon S Reeves

View on SEC IAPD

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