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5431 W 104Th Street, Los Angeles, CA 90045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
Missouri City, TX • United States
5431 W 104Th Street, Los Angeles, CA 90045 • United States
8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-01 |
| LA | RA | APPROVED | 2018-08-27 |
Branch Locations
24 Greenway Plaza Suite 1800, Houston, TX 77046 • United States
8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Territory Advisors | Houston | TX | 08/2015 | 06/2018 |
| Life Line Wealth Management | Houston | TX | 06/2018 | 07/2026 |
| Factory Capital, Llc | Los Angeles | CA | 07/2026 | Present |
Manager; LifeLine Torch Management LLC; Investment Related: YES; Location: 8447 Wilshire Blvd, Suite 200, Beverly Hills, CA 90211; Description of the business: Manager of special purpose investment vehicles; Responsibilities Duties: Manage investment activities of various SPVs; Start date with business: 2020-09-23; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 1.
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