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11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
12481 High Bluff Drive Suite 110, San Diego, CA 92130 • United States
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callan Capital, Llc | La Jolla | CA | 12/2015 | 06/2018 |
| Aspiriant Llc | Solana Beach | CA | 06/2018 | 02/2021 |
| Aspiriant Llc | San Diego | CA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-01 |
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