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840 Newport Center Drive 7Th Floor, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-25 |
Branch Locations
840 Newport Center Drive 7Th Floor, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pimco | Newport Beach | CA | 08/2013 | 02/2022 |
| Capital Group - American Funds Distributors, Inc. | Los Angeles | CA | 02/2022 | 07/2025 |
| Aristotle Capital Management | Newport Beach | CA | 08/2025 | 10/2025 |
| Foreside Financial Services, Llc | Newport Beach | CA | 10/2025 | Present |
| Aristotle Capital Management, Llc | Newport Beach | CA | 08/2025 | Present |
Aristotle Capital Management, LLC; Investment Related; Investment Management; Newport Beach, CA; 08/2025; Senior Vice President, Consultant Relations; Institutional Investor Relations; 160 Hrs./Mo In addition to being an Investment Advisor Representative of Aristotle Capital Management, LLC, this associate is a Registered Representative of Foreside Financial Services, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Foreside Financial Services, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-19 |
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