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Current Employers
Angeles Family Office

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-15
TX RA APPROVED 2026-06-15
  • CA RA
    APPROVED
    Since 2026-06-15
  • TX RA
    APPROVED
    Since 2026-06-15

Branch Locations

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States

2626 Cole Avenue Suite 300, Dallas, TX 75204 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ch Investment Partners Dallas TX 08/2012 04/2021
Self Employed Dallas TX 06/2021 01/2026
Unemployed Dallas TX 05/2021 05/2021
Angeles Family Office Dallas TX 02/2026 Present
  • 08/2012 → 04/2021
    Ch Investment Partners
    Dallas, TX
  • 06/2021 → 01/2026
    Self Employed
    Dallas, TX
  • 05/2021 → 05/2021
    Unemployed
    Dallas, TX
  • 02/2026 → Present
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-12
S66 Uniform Combined State Law Examination 2004-10-22
  • S65 Uniform Investment Adviser Law Examination
    2026-06-12
  • S66 Uniform Combined State Law Examination
    2004-10-22
Other Names
  • Allison K Shearer

View on SEC IAPD

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