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3030 S La Cienega Blvd, Culver City, CA 90232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-23 |
Branch Locations
3030 S La Cienega Blvd, Culver City, CA 90232 • United States
4800 Meadows Rd. Suite 300, Lake Oswego, OR 97035 • 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 |
|---|---|---|---|---|
| Key Bank/Key Investment Services | Woodburn | OR | 10/2014 | 10/2017 |
| Raymond James Financial Services, Inc. | Portland | OR | 11/2017 | 08/2022 |
| Onpoint Community Credit Union | Portland | OR | 11/2017 | 08/2022 |
| Raymond James Financial Services Advisors Inc. | Gresham | OR | 11/2017 | 08/2022 |
| Onpoint Wealth Management And Investment Services | Keizer | OR | 09/2019 | 08/2022 |
| Onpoint Wealth Management And Investment Services | Happy Valley | OR | 02/2022 | 08/2022 |
| Jrad Inc. | Oregon City | OR | 10/2019 | 02/2023 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 08/2022 | 06/2026 |
| Altruist Advisors Llc D/B/A Crosswater Capital Partners | Culver City | CA | 06/2026 | Present |
LIMIT BREAK 20 ENTERTAINMENT LLC; NOT INV RELATED; CANBY, OR; 100% OWNERSHIP; 12/16/2024; 10 HRS PER MONTH; 0 HRS DURING TRADING; SOCIALMEDIA AND TABLE TOP GAMING REVIEWS THE EXIT LAB (INFORMATIONAL PODCAST) ; NOT INV RELATED; CANBY,OR; PODCAST;100% OWNERSHIP;START DATE: 01/01/2026; 15 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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