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18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-03 |
Branch Locations
18101 Von Karman Avenue Suite 700, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westmount Asset Management, Llc | Los Angeles | CA | 05/2016 | 09/2018 |
| First Foundation Advisors | Irvine | CA | 09/2018 | 03/2024 |
| Stinnett Wealth Planning, Llc | Seal Beach | CA | 03/2024 | Present |
| First Foundation Advisors | Irvine | CA | 03/2025 | Present |
ROGER S. STINNETT II IS THE MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER OF STINNETT WEALTH PLANNING, LLC SINCE MARCH 2024. MR. STINNETT WILL NO LONGER ACCEPT CLIENTS OR EARN FEES FROM STINNETT WEALTH PLANNING, LLC WHILE EMPLOYED BY FIRST FOUNDATION ADVISORS. MR. STINNETT WILL DEVOTE APPPROXIMATELY ONE HOUR PER MONTH TO THIS BUSINESS AND NO HOURS DURING TRADING HOURS. STINNETT WEALTH PLANNING, LLC, AN INVESTMENT RELATED BUSINESS, PROVIDES CLIENTS WITH ADVICE ON KEY FINANCIAL PLANNING TOPICS AND IS LOCATED AT 700 CATALINA AVENUE, SEAL BEACH, CA 90740.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-08 |
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