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2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2022-06-30 |
Branch Locations
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halbert Hargrove | Long Beach | CA | 08/2015 | 06/2018 |
| Creative Planning | Irvine | CA | 06/2018 | 06/2021 |
| Kayne Anderson Rudnick Investment Management, Llc | Los Angeles | CA | 07/2021 | Present |
University of California, Irvine, CA - Not Investment Related. Position: Instructor, CFP Education Course. Start Date: February 2019. Approximately 32 hours per month when teaching; None during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-14 |
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