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Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2023-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
Independent insurance agent since 4/2017; Los Angeles, CA; investment related; 15 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-04 |
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