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555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-28 |
Branch Locations
400 N. Roxbury Dr. 2Nd Floor, Beverly Hills, CA 90210 • United States
3424 Carson Street 1St Floor, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salem Partners Wealth Management, Llc | Los Angeles | CA | 06/2016 | 02/2019 |
| C.W Mason & Associates | Los Angeles | CA | 03/2019 | 03/2020 |
| Salient Wealth Planning Group | Manhattan Beach | CA | 03/2020 | 01/2021 |
| Lincoln Financial Advisors | Manhattan Beach | CA | 09/2020 | 01/2021 |
| Hsbc Securities (Usa) Inc. | Beverly Hills | CA | 06/2021 | 12/2022 |
| Hsbc Bank Usa, N.A. | Beverly Hills | CA | 06/2021 | 12/2022 |
| Unemployed | Los Angeles | CA | 02/2021 | 05/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2022 | 08/2026 |
| Cetera Investment Advisers Llc | Beverly Hills | CA | 12/2022 | 08/2026 |
| East West Bank | Beverly Hills | CA | 12/2022 | 08/2026 |
| Rbc Securities, Inc | Beverly Hills | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2016-11-07 |
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