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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-07 |
| TX | RA | APPROVED_RES | 2025-02-07 |
Branch Locations
1999 Avenue Of The Stars Ste 2200, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Century City | CA | 09/2015 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Century City | CA | 02/2025 | Present |
FITA LLC DBA KINDLE LIVING;INV RELATED, LOS ANGELES, CA; DESIGN BUSINESS FOR OUTDOOR LIVING 46% OWNERSHIP; START DATE 11/01/2007; 2 HOURS PER MONTH; 0 HOURS TRADING HOURS| Atlas Family Foundation / 420 S. Bristol Ave Los Angeles,ca 90049 / Foundation/ Charities, Cultural, Educational & Political Organizations / Funding non profits / Trustee / Help source, review and fund non profit organizations / Start Date 5/25/97| TIN FOIL TREATS, LLC; INV RELATED; LOS ANGELES, CA; SCAVENGER HUNT GAME; 25% OWNERSHIP; START DATE 07/01/2022; 2 HOURS PER MONTH; 0 HOURS DURING TRADING | CROSSROADS SCHOOL FOR ARTS AND SCIENCES; NOT INV RELATED; SANTA MONICA, CA; INVESTMENT COMMITTEE MEMBER; 01/2007; 2 HOURS PER MONTH; 2 HOURS DURING TRADING; PRIVATE SCHOOL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-06 |
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