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1730 E. Holly Ave Suite 838, El Segundo, CA 90245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-04 |
Branch Locations
1730 E. Holly Ave Suite 838, El Segundo, CA 90245 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Irvine | CA | 05/2014 | 09/2016 |
| Jp Morgan Securities Llc | Irvine | CA | 05/2014 | 09/2016 |
| Tiaa | Los Angeles | CA | 09/2016 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Los Angeles | CA | 09/2016 | 11/2020 |
| Northwest Asset Management | Mercer Island | WA | 11/2020 | 03/2021 |
| The Wealthgarden F.S. Llc | El Segundo | CA | 01/2021 | Present |
| Financially Ever After Llc Dba Cover Your Assets | Playa Vista | CA | 01/2025 | Present |
1. Insurance; same address; Agent; Since 2011; Approx. 10 hours per month, none during market hours. 2. Financially Ever After LLC dba Cover Your Assets; investment-related; same address; podcast and video series on divorce financial planning; Co-owner and Co-host; 1/1/2025; 2-3 hours per month, none during securities trading hours; duties include cohosting the podcast/video series. 3. Eagles Eats; not investment-related; same address; LLC for the purpose of receiving income and expenses; Owner/Member; 3/31/2025; 2 hours per month, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-29 |
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