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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 | 2008-03-20 |
Branch Locations
225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Elk Grove, CA • 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 |
|---|---|---|---|---|
| Wedbush Securities | Sacramento | CA | 03/2008 | Present |
(1) RIVER CITY HOLDINGS, INVESTMENT RELATED, ELK GROVE, CA; REAL ESTATE HOLDING COMPANY; MANAGING PARTNER; START: 1/2005; APPROX: 1 HOUR PER MONTH, NONE DURING BUSINESS HOURS; DUTIES: MY ROLE IS TO MANAGE AND PAY ALL REAL ESTATE OWNERSHIP RELATED EXPENSES. (2) BASKETBALL TEAM - ASSISTANT COACH; 8025 CRANE HAWK WAY - SACRAMENTO, CA 95829; PLAYER DEVELOPMENT - AAU TOURNAMENT PLANNING.-- (3). RIVER CITY ADVISORS INC; INVESTMENT RELATED; ELK GROVE, CA; TREASURER; START: 8/2017; APPROX: 2 HOURS WEEKLY, NONE DURING BUSINESS HOURS; DUTIES: MY ROLE IS TO MANAGE THE DAILY OPERATIONS AND BILL PAYS FOR THE BUSINESS. (4). D.J.FAHMIE TRUST; NOT INVESTMENT RELATED; BERKELEY, CA; TRUST; SUCCESSOR TTEE; START: 7/2023; APPROX: NO HOURS DEVOTED AND NONE DURING BUSINESS HOURS; DUTIES: CLIENT APPOINTED ME AS HER SUCCESSOR TRUSTEE FOR HER TRUST. MY RESPONSIBILITY IS TO ACT AS THE SUCCESSOR TTEE FOR THE INVESTMENT MANAGEMENT SIDE OF HER TRUST. IN REGARDS TO THE PROPERY MGMNT BUSINESS, SHE HAS APPOINTED ANOTHER SUCCESSOR TTEE TO HANDLE THIS SIDE OF THE ESTATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-23 |
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