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15260 Ventura Boulevard, Suite 855, Sherman Oaks, CA 91403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-11 |
Branch Locations
15260 Ventura Boulevard, Suite 855, Sherman Oaks, CA 91403 • United States
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-09-24 |
| CA | RA | APPROVED | 2025-09-04 |
| NY | RA | APPROVED | 2025-09-04 |
Branch Locations
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intellectus Partners Llc | Los Angeles | CA | 01/2016 | 11/2018 |
| Medley Global Advisors Llc | New York | NY | 11/2018 | 11/2022 |
| Newedge Wealth Llc | Stamford | CT | 11/2022 | 06/2024 |
| Fedwatch Advisors/Cetera Advisor Networks Llc | Los Angeles | CA | 06/2024 | 05/2025 |
| Farther | Pasadena | CA | 05/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | 05/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | 05/2025 |
| Highline Wealth Partners, Llc | Sherman Oaks | CA | 09/2025 | Present |
| Fedwatch Advisors | San Gabriel | CA | 06/2024 | Present |
| Highline Asset Management | Sherman Oaks | CA | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: FedWatch Advisors INVESTMENT RELATED: yes ADDRESS: San Gabriel, CA 91775 US NATURE OF BUSINESS: FedWatch Advisors is an outsourced CIO to hedge funds, money managers, wealth management and family offices, pensions, insurance, and RIA clients. Offering customized model portfolio construction and wealth strategy solutions in an outsourced CIO services model based on an interest rate and equity diversification approach. Managed core plus and FedWatch model ETF portfolios to the Barclays short-term and Credit/Govt Index. TITLES/POSITIONS: CIO/FOUNDER START DATE: 06/03/2024 APPROX. NUMBER OF HOURS PER MONTH DEVOTED: 40 APPROX. NUMBER OF TRADING HOURS PER MONTH DEVOTED: 0 DUTIES: Outsourced CIO to hedge funds, money managers, wealth management and family offices, pensions, insurance, and RIA clients. Customized model portfolio construction and wealth strategy solutions in an outsourced CIO services model based on an interest rate and equity diversification approach. 2. NAME OF OTHER BUSINESS: BLOOMBERG ODD LOTS CONTRIBUTOR INVESTMENT RELATED: YES ADDRESS: 740 LEXINGTON AVE., NEW YORK, NY 10013 NATURE OF BUSINESS: CONTRIBUTOR TO ODD LOTS NEWSLETTER START DATE: 10/1/2024 POSITION/TITLE/RELATIONSHIP: CONTRIBUTOR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: WRITING COLUMNS/NEWSLETTERS ABOUT MARKET AND POLICY; 3. NAME OF OTHER BUSINESS: UNIVERSITY OF SOUTHERN CALIFORNIA INVESTMENT RELATED: NO ADDRESS: 3670 TROUSDALE PKWY, LOS ANGELES, CA 90089 NATURE OF BUSINESS: TEACHING AND CAREER CENTER START DATE: 1/1/2016 POSITION/TITLE/RELATIONSHIP: CAREER COUNSELOR AND ADJUNCT RELATIONSHIP APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ADJUNCT PROFESSOR OF MBA AND MASTERS OF FINANCE PROGRAM, TEACH CLASSES ON FINANCE AND MACROECONOMICS. ADVISOR/COUNSELOR TO USC CAREER CENTER TO HELP STUDENTS WITH CAREER DEVELOPMENT; 4. NAME OF OTHER BUSINESS: MEDIA APPEARANCES INVESTMENT RELATED: NO ADDRESS: SAN GABRIEL, CA 91775 NATURE OF BUSINESS: MARKET COMMENTARY CONTRIBUTOR START DATE: 1/1999 POSITION/TITLE/RELATIONSHIP: MEDIA CONTRIBUTOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: MEDIA APPEARANCES; 5. NAME OF OTHER BUSINESS: VARSITY TUTORS INVESTMENT RELATED: NO ADDRESS: SAN GABRIEL, CA 91775 NATURE OF BUSINESS: TUTORING STUDENTS START DATE: 1/2019 POSITION/TITLE/RELATIONSHIP: TUTOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TUTORING STUDENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-07 |
| S66 | Uniform Combined State Law Examination | 2004-03-11 |
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