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4722 Main Street, Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-24 |
| TX | RA | APPROVED | 2023-03-21 |
| CA | RA | APPROVED | 2023-03-14 |
| CO | RA | APPROVED | 2023-03-14 |
Branch Locations
Dana Point, CA • United States
4722 Main Street, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wedbush Securities Inc. | Newport Beach | CA | 01/2015 | 06/2018 |
| Oppenheimer & Co. Inc | Newport Beach | CA | 06/2018 | 03/2023 |
| American Trust Investment Services, Inc. | Newport Beach | CA | 03/2023 | Present |
| Chicago Capital Management Advisors, Inc. | Newport Beach | CA | 03/2023 | Present |
DANA POINT ALE HOUSE; NON INVESTMENT RELATED 24471 DELL PRADO AVE #113, DANA POINT, CA 92629- FOOD SERVICES-PT BARTENDER, MARCH 28TH START, 36 HOURS/MONTH AFTER TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-12 |
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