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4195 East Thousand Oaks Blvd. Suite 250, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-12 |
| CA | RA | APPROVED | 2024-05-28 |
Branch Locations
4195 East Thousand Oaks Blvd. Suite 250, Westlake Village, CA 91362 • 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 | Westlake Village | CA | 08/2009 | 05/2024 |
| Bank Of America, N.A. | Westlake Village | CA | 04/2011 | 05/2024 |
| Alteri Wealth | Westlake Village | CA | 05/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2024 | Present |
1) Alteri Wealth. Investment Related. At registered location. RIA. IAR. 05/2024. Hrs/month 200 with 100 during trading hours. Client acquisition, investment management, relationship management. 2. PKS, Investment related at RIA registered office; Reg rep since 5/2024; Approx 200 with 100 hours during trading hours. Client acquisition and relationship management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-23 |
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