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555 Pier Avenue Suite C, Hermosa Beach, CA 90254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-13 |
Branch Locations
555 Pier Avenue Suite C, Hermosa Beach, CA 90254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Los Angeles | CA | 04/2004 | Present |
| Civic Innovations, Inc. | Palos Verdes Estates | CA | 01/2023 | Present |
| Clicktripz, Llc | Hermosa Beach | CA | 06/2015 | Present |
| Munifi, Llc | Hermosa Beach | CA | 04/2024 | Present |
CEO of technology holding company, Civic Innovations, which owns Munifi, LLC . President of travel technology company, Clicktripz LLC. Board Member at document management and analytics company, Research Solutions (RSSS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-20 |
| S66 | Uniform Combined State Law Examination | 2004-09-10 |
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