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100 Spectrum Center Drive Suite 900, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-10 |
Branch Locations
100 Spectrum Center Drive Suite 900, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Strategies Investment Consulting | Irvine | CA | 04/2015 | 01/2017 |
| Magnolia Capital Management Llc | Irvine | CA | 02/2014 | Present |
| Magnolia Capital Asset Management Llc | Irvine | CA | 08/2022 | Present |
| Colorado Financial Service Corporation | Irvine | CA | 02/2017 | 04/2022 |
Co-GP of Senior Living LLC and managing member of the investment LLC (Magnolia Capital Management LLC)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-04 |
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