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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-23 |
| TX | RA | APPROVED | 2023-02-23 |
Branch Locations
2931 Townsgate Road, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Studio City | CA | 09/2008 | 10/2016 |
| Wells Fargo Advisors Llc | Studio City | CA | 01/2011 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 10/2016 | 12/2018 |
| Bank Of America, N.A. | Westlake Village | CA | 10/2016 | 12/2018 |
| Jpmorgan Chase Bank, Na. | Westlake Village | CA | 12/2018 | Present |
| J.P. Morgan Securities Llc | Westlake Village | CA | 12/2018 | Present |
| Starting Line Llc | Kalispell | MT | 11/2025 | Present |
Entity Name: Starting Line LLC Investment related: No Address: 38 E. Washington Ste C, Kalispell, MT 59901 Nature of the other business: Holding Company Position/Title/Relationship: Owner/Partner Start Date: 11/25/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: this is a holding company for collector cars Entity Name: Self Owned - Car Storage Investment related: No Address: 7851 Alabama Ave #19, Canoga Park, CA 91304 Nature of the other business: Storage Position/Title/Relationship: Owner/Partner Start Date: 09/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I rent an industrial unit to park collector cars. I have my own cars in it, plus rent space to other car collectors for covered parking.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-13 |
| S66 | Uniform Combined State Law Examination | 2009-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-26 |
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