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301 N Lake Ave Suite 830, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-10 |
Branch Locations
301 N Lake Ave Suite 830, Pasadena, CA 91101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden State Wealth Management, Llc | Santa Monica | CA | 08/2016 | 03/2020 |
| Lpl Financial, Llc | Santa Monica | CA | 08/2016 | 03/2020 |
| Golden State Equity Partners | Santa Monica | CA | 03/2020 | 12/2021 |
| Lake Avenue Financial Llc Fka Wealthtech Partners Llc | Bellevue | WA | 12/2021 | Present |
1) 8/17/2017: Oceanside Capital Management - Not Investment Related - 222 7th St Unit 104, Santa Monica CA 90402 - Business Entity For Tax/Investment Purposes Only - Started 01/07/2017 - 5 Hours Per Month/1 Hour During Securities Trading. 2). Bellevue High School; Not Investment Related; 10416 Wolverine Way, Bellevue WA 98004, Basketball Coach, Start Date 11/2021 3.) Desert Valley Holdings LLC; Investment Related; 2443 S. El Dorado, Mesa, AZ 85202; All aspects of managing rental properties. Finding tenants, repairs, collecting rents etc; General Partner; Start Date 03/2021; 10 hours/month with 0 hours devoted during securities trading hours; I find tenants, negotiate lease terms, collect rents, facilitate repairs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
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