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2447 Pacific Coast Highway 2Nd Floor, Hermosa Beach, CA 90254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2025-05-06 |
Branch Locations
1097 Aviation Blvd, Hermosa Beach, CA 90254 • United States
2447 Pacific Coast Highway 2Nd Floor, Hermosa Beach, CA 90254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | New York | NY | 05/2015 | 08/2017 |
| Mml Investors Services | New York | NY | 10/2015 | 08/2017 |
| Lenox Advisors Inc | New York | NY | 07/2015 | 08/2017 |
| United First Partners Llc | New York | NY | 08/2017 | 07/2019 |
| Hermosa Inc. Dba Hermosa Wealth Management | Hermosa Beach | CA | 05/2025 | Present |
| Realm Business And Tax Advisory | Hermosa Beach | CA | 12/2023 | Present |
| Realm Startup Advisory | Hermosa Beach | CA | 07/2015 | 12/2023 |
(1.) Realm Business and Tax Advisory; No; Hermosa Beach, CA; Tax Preparation; Owner; 12/2023; 170/ MO; 170/ MO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-19 |
| S65 | Uniform Investment Adviser Law Examination | 2012-11-27 |
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