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11100 Santa Monica Blvd Suite 1700, Los Angeles, CA 90025-0449 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-10 |
Branch Locations
840 Newport Center Drive Suite 600, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Investment Management Company Llc | Newport Beach | CA | 01/2012 | 02/2024 |
| Pimco Investments Llc | Newport Beach | CA | 01/2012 | 02/2024 |
| Aristotle Capital Managment | Newport Beach | CA | 03/2024 | Present |
| Foreside Financial Services, Llc | Newport Beach | CA | 04/2024 | Present |
1) Aristotle Capital Management; Investment Related; Newport Beach, CA; Investment management; Managing Director; Start 03/2024; 160 hours per month; 130 hours per month during trading hours; Manager for Aristotle equity investment strategies 2) Bagshot Row, LLC; Not Investment Related; Referral network; Laguna Niguel, CA; 4/30/2025; Owner; Seek to refer business to relationship network to those companies that desire introductions; 4 Hrs Per Month 3) Mariners Church; Not Investment Related; Church; Irvine, CA; 02/2026; Shepherding Elder; Sit on church finance committee to oversee church budget; 12 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-28 |
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