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6303 Owensmouth Ave 10Th Floor, Woodland Hills, CA 91367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED_RES | 2021-04-16 |
Branch Locations
6303 Owensmouth Ave 10Th Floor, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shonty A. Spatola, A Professional Corporation | Los Angeles | CA | 12/2012 | Present |
| Pacific Oak Wealth Management Llc | Los Angeles | CA | 03/2015 | Present |
| Capital Tax Group Inc. | Los Angeles | CA | 11/2013 | 01/2017 |
(1) 2012-PRESENT: SPATOLA & COMPANY CPA, INC./NOT INVESTMENT RELATED/LOS ANGELES, CA/ACCOUNTING/OWNER & MANAGING DIRECTOR/MAY INVOLVE UP TO 90% TIME EACH MONTH, INCLUDING DURING MARKET HRS.//(2) 2015-PRESENT: INDEPENDENT REAL ESTATE AGENT/NOT INVESTMENT RELATED/LOS ANGELES, CA/REAL ESTATE SALES AGENT/INVOLVES LESS THAN 10% TIME EACH MONTH, INCLUDING DURING MARKET HOURS.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-23 |
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