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3500 W. Olive Ave Suite 730, Burbank, CA 91505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-13 |
Branch Locations
3500 W. Olive Ave Suite 730, Burbank, CA 91505 • United States
300 West Glenoaks Boulevard Suite 202, Glendale, CA 91202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Hollywood | CA | 09/2011 | 02/2018 |
| Primerica Financial Services | Los Angeles | CA | 02/2020 | 06/2021 |
| Pfs Investments Inc. | Los Angeles | CA | 02/2020 | 05/2021 |
| City National Bank | Los Angeles | CA | 02/2018 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 05/2021 | 10/2021 |
| Vanderbilt Financial Group | Woodbury | NY | 08/2024 | 07/2025 |
| Unemployed | Los Angeles | CA | 04/2023 | 08/2024 |
| Mindful Recovery Center | Glendale | CA | 10/2021 | 03/2023 |
| Lazari Capital Management | Glendale | CA | 08/2025 | Present |
| Western Alliance Bank | Glendale | CA | 02/2026 | Present |
Outside business activity. 1) Insurance Sales located at 4431 Brunswick Ave, Los Angeles, California, 90039. 10 hours per month. Investment Related. 2) Western Alliance Bank, non-investment related, 601 West 5th Street, Suite 100, Los Angeles, CA 90071, Bank, Senior Preferred Banking Advisor, February 2026, 150 hours per month, 100 hours per month during trading hours, duties include deposits, treasury management, and credit solutions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-15 |
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