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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-11 |
| CA | RA | APPROVED | 2017-09-01 |
Branch Locations
433 N Camden Dr 9Th Fl, Beverly Hills, CA 90210 • United States
Encino, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 09/2008 | 09/2017 |
| Bank Of America, N.A. | Beverly Hills | CA | 09/2009 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 09/2017 | Present |
TRUSTEE FOR BROTHERS TRUSTS (3), INV RELATED, SANTA MONICA, CA, START: 5/1/2020, 0 HRS/MONTH, 0 HRS DURING TRADING. RENTAL PROPERTY; INVESTMENT RELATED; ENCINO,CA; 100% OWNERSHIP; START DATE 08/15/2020; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER. LDH ENTERPRISES LLC; INV. RELATED; PORTERVILLE, CA; 100% OWNERSHIP; RENTAL PROPERTY; START DATE 6/23/2023; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: MANAGING RENTAL PROPERTIES.| RENTAL PROPERTY - OSTROM ; INV RELATED; ENCINO, CA; RENOVATION AND SALE, OR RENTAL;100% OWNERSHIP; START DATE: 09/01/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - GRAVES ; INV RELATED; ENCINO, CA; SHORT TERM RENTAL;100% OWNERSHIP; START DATE: 10/01/2025; 20 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-29 |
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