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Current Employers
Wealthsights Investment Management, Llc

Los Angeles, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
TX RA APPROVED_RES 2023-03-06
  • CA RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED_RES
    Since 2023-03-06

Branch Locations

Los Angeles, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Searchlight Investments, Llc Beverly Hills CA 09/2015 04/2017
Searchlight Financial Advisors Beverly Hills CA 05/2013 04/2017
Columbia Advisory Partners, Llc Beverly Hills CA 02/2017 03/2023
Wealthsights Investment Management, Llc Los Angeles CA 02/2023 Present
Previous Registrations
  • 2017-02-06 → 2023-03-02
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
  • 2015-09-01 → 2017-03-03
    Searchlight Investments, Llc
    Beverly Hills, CA
Other Businesses

Independent insurance agent since 4/2017; Los Angeles, CA; investment related; 15 hours/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-04
  • S65 Uniform Investment Adviser Law Examination
    2015-05-04

View on SEC IAPD

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