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15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-22 |
| CA | RA | APPROVED | 2018-08-08 |
Branch Locations
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | Los Angeles | CA | 01/2016 | 02/2018 |
| Dfpg Investments, Inc. | Sandy | UT | 02/2018 | 06/2018 |
| American Financial Network Advisory Services, Llc | Calabasas | CA | 02/2018 | 06/2018 |
| Highline Wealth Partners | Sherman Oaks | CA | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-22 |
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