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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-10-25 |
Branch Locations
San Clemente, CA • United States
225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Wedbush Securities Inc. | Newport Beach | CA | 09/2016 | Present |
1. ARNOLD WEALTH ADVISORS; INVESTMENT RELATED; SAN CLEMENTE, CA; DBA FOR WEDBUSH SECURITIES BUSINESS; FOUNDER AND PORTFOLIO MANAGER, START: 01/2023; APPROX: 40 HOURS WEEKLY, 40 HOURS WEEKLY DURING BUSINESS HOURS; DUTIES: FINANACIAL ADVISOR. --- 2. GAD Trust; non investment related; Rockville, MD; Successor Trustee for client's trust; Successor Trustee; Start date: 01/23/2024; # of hours approx: 1 Monthly, One hour per quarter during business hours. --- 3. JD Trust; non investment related; Rockville, MD; Revocable Trust; Second Successor Trustee; Start date: 01/2024; # of hours approx. 1 yearly, 1 hour per year during business hours; successor trustee --- 4. LifeX Research Corp; Investment Related; Pittsburgh, PA; Research; No position; Start: 12/2025; Approx: 1 hour quarterly, none during business hours; Duties: Provide answers to occasional research questionnaires in order to gain access to group medical insurance plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-05 |
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