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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-26 |
| IN | RA | APPROVED | 2026-01-23 |
| NH | RA | APPROVED | 2025-04-29 |
| OR | RA | APPROVED | 2025-03-31 |
| NM | RA | APPROVED | 2025-03-20 |
| SD | RA | APPROVED | 2025-03-20 |
| VT | RA | APPROVED | 2025-03-20 |
| AZ | RA | APPROVED | 2025-03-19 |
| NJ | RA | APPROVED | 2025-03-19 |
| WA | RA | APPROVED | 2025-03-19 |
| GA | RA | APPROVED | 2024-01-18 |
| MI | RA | APPROVED | 2024-01-18 |
| MT | RA | APPROVED | 2024-01-18 |
| CO | RA | APPROVED | 2024-01-16 |
| IL | RA | APPROVED | 2023-07-17 |
| MA | RA | APPROVED | 2022-08-30 |
| NV | RA | APPROVED | 2022-08-12 |
| NC | RA | APPROVED | 2020-09-30 |
| AL | RA | APPROVED | 2020-09-24 |
| PA | RA | APPROVED | 2020-09-24 |
| TX | RA | APPROVED_RES | 2020-09-24 |
| VA | RA | APPROVED | 2020-09-24 |
| CA | RA | APPROVED | 2019-07-12 |
| FL | RA | APPROVED | 2009-12-14 |
| HI | RA | APPROVED | 2008-01-02 |
Branch Locations
500 Ala Moana Blvd Suite 3-400, Honolulu, HI 96813 • United States
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Honolulu | HI | 09/2007 | Present |
| Guardian Life Insurance Company Of America | Honolulu | HI | 09/2007 | Present |
| Wealth Strategy Partners, Llc | Honolulu | HI | 01/2007 | Present |
| Westpac Wealth Parners, Llc | San Diego | CA | 09/2012 | Present |
1. Insurance Services - products other than Guardian Start: 01/01/2008, Address: 4275 Executive Square, Suite #800, La Jolla CA 92037, 1 total hour per month, 1 during securities trading hours, Investment related, 2. ALBI LLC-owner, Start: 10/01/2017, Address: 8906 Spanish Ridge Avenue, #110 Las Vegas, NV 89148, 1 total hour per month, 1 during securities trading hours, Investment related, 3. Liberty ID-Helping clients get personal security for identity theft and other confidential info, Start: 01/09/2017, Address: 750 B Street suite 2740 San Diego CA 92101, 1 total hour per month, 1 during securities trading hours, Not investment related, 4. WestPac Holding Company LLC-CEO, Start: 01/01/2017, Address: 5280 Carrol Canyon Rd suite 300 San Diego CA 92121, 1 total hours per month, 1 during securities trading hours, Investment related, 5. BIAL LLC-BIAL LLC is an LLC set up to own our real estate building, Start: 12/15/2020, Address: 5280 Carrol Canyon Road San Diego CA, 1 total hours per month, 0 during securities trading hours, Investment related, 6. Albi Risk Management LLC- own interest in LLC which serves as risk management company for all my entities, Start: 12/15/2020, Address: 3222 Donley Street San Diego CA 92117 , 0 total hours per month, Investment related, 7. Zvezdasi LLC-real estate activity, Start: 01/01/2021, Address: 1645 Village Center Suite 170 Las Vegas Nevada 89134, 0 total hours per month, Investment related, 8. WestPac Europe DOO-company based in Belgrade Serbia that will employ people that will help my team in marketing , programing and systems, Start: 08/22/2023, Address: n/a, 2 total hours per month, 2 during securities trading hours, Not investment related, 9. Delije LLC, Managing Member, Start: 01/15/2024, Address: One Summerlin, 1980 Festival Plaza Drive, Suite 900, Las Vegas , NV 89135-2658, 1 total business hour per month, 0 during securities trading hours, Not investment related, 10. Albi Real Estate-Owner Nature of Business: LLC that owns condo rental in Europe, Start: 03/10/2024, Address: 3222 Donley street San Diego CA 92117, 1 total hour per month, 0 during securities trading hours, Duties: owner, Investment related, 11. MNBA LLC, Passive owner in a restaurant, Start: 06/28/2024, Address: 3222 Donley Street, San Diego CA, 92117, 0 total hours per month, Not investment related, 12. NMBA LLC, Created to own interest in Orby Jets, Start: 09/16/2024, Address: 3222 Donley Street, San Diego CA, 92117, 1 total hour per month, 0 during securities trading hours, Not investment related, 13. ORBY Jets LLC, Passive Owership in private jet company, Start: 09/16/2024, Address: 3222 Donley Street, San Diego CA, 92117, 1 total hour per month, 0 during securities trading hours, Not investment related, 14. Arizona Bial LLC -LLC owns buildings where Westpac Wealth Partners operate in Arizona, Start: 05/31/2025, Address: 3222 Donley Street, San Diego CA, 92117, 1 total hour per month, 1 during securities trading hours, Investment related, 15. WestPac Family Office, LLC, Start Date: 9/30/2025, Address: 5280 Carrol Canyon suite 300 San Diego, CA 92121, 4 total hours/month; 1 during securities trading hours, Investment Related, 16) Bial Florida LLC -owner, Nature of Business: LLC owns real estate, Start date: 05/01/2025, Address: 725 NE 24th Street unit 1403 Miami FL 33137, Duties: owner, 1 total hours per month; 0 during securities trading hours, Investment related, 17) Carlbad Bial LLC -owner, Nature of Business: LLC owns real estate, Start date: 05/22/2025, Address: 5927 Balfour Court, Suite 104, Carlsbad, CA, Duties: owner, 1 total hour per month 18) Passive Ownership in soccer club-Owner, Nature of Business: Soccer Club Start date: 08/10/2026, Address: Kopališka 45, p.p. 118 SI – 9000 Murska Sobota Slovenia, 5 total hour per month, 1 during securities trading hours, Duties: owner, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-07 |
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