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115 21St St., Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-04 |
| CA | RA | APPROVED | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wescap Group | Burbank | CA | 10/2008 | 01/2017 |
| Adviceperiod, Llc | Los Angeles | CA | 01/2017 | 03/2022 |
| Mariner Independent | Manhattan Beach | CA | 09/2021 | 02/2026 |
| Ocean Path Advisors | Manhattan Beach | CA | 09/2021 | Present |
| Ocean Path Advisors | Manhattan Beach | CA | 02/2026 | Present |
1) Rental Property - owns rental properties through Sendero Property Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-03 |
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