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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-15 |
Branch Locations
225 S Lake Ave Penthouse, Pasadena, CA 91101 • United States
2121 North California Blvd., Ste 290, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Concord | CA | 05/2016 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Concord | CA | 05/2016 | 02/2019 |
| Unemployed | Fairfield | CA | 03/2019 | 05/2019 |
| Bancwest Investment Services, Inc. | Walnut Creek | CA | 05/2019 | 07/2023 |
| Bank Of The West | Walnut Creek | CA | 05/2019 | 07/2023 |
| Lpl Financial Llc | Walnut Creek | CA | 07/2023 | 09/2025 |
| Wedbush Securities | Pasadena | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-22 |
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