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6 Venture Suite 395, Irvine, CA 92168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-06 |
Branch Locations
Delray Beach, FL • United States
6 Venture Suite 395, Irvine, CA 92168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | New York | NY | 08/2016 | 10/2025 |
| Sutter Securities | Irvine | CA | 11/2025 | Present |
| Sutter Capital Partners | Irvine | CA | 02/2026 | Present |
1. Sutter Capital Partners From 02/09/2026 affiliated with Sutter Capital Partners as a registered investment advisor. 2. Alleva Holdings, Inc / not investment related / 13196 Whistler Mtn Road, Delray Beach, FL 33446 / created solely for personal tax and admin purposes / owner / November 2023 / 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-12 |
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