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1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-23 |
| CA | RA | APPROVED | 2016-02-05 |
Branch Locations
1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monograph Wealth Advisors, Llc | El Segundo | CA | 07/2015 | Present |
Name: Libretto, LLC Investment-Related: Yes Address: 830 South Pacific Coast Highway Suite 202, El Segundo, CA 90245 Nature of business: Financial Planning Software Position: Member Start Date of Relationship: 7/14/2015 Hours/Month: 5 Hours during securities trading hours: 0 Duties: provide software and strategy improvements for Jeffery Coyle, Founder of Libretto, LLC Name: Shannon Family Inc. Investment-Related: No Address: 586 36th Street, Manhattan Beach, CA 90266 Nature of business: Entity (S-corp) which holds Mr. Shannon's financial interests in Monograph Wealth Advisors, LLC Position: President & Secretary Start Date of Relationship: 7/2018 Hours/Month: 1 Hours during securities trading hours: 0 Duties: Administration of S-corp
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-15 |
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