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555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-22 |
Branch Locations
2029 Century Park East 1St Floor, Los Angeles, CA 90067 • United States
Agoura Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Financial Solutions, Llc | Agoura Hills | CA | 05/2015 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Monica, | CA | 04/2017 | 11/2018 |
| Tiaa | Los Angeles | CA | 12/2018 | 07/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Los Angeles | CA | 12/2018 | 07/2019 |
| City National Bank | Los Angeles | CA | 07/2019 | Present |
(1) Name of Entity: Grandia Design & Events, LLC. Non-Investment related Address of entity: 2108 N Street Suite N, Sacramento, CA 95816 = business address (registered agent) 29743 Quail Run Drive, Agoura Hills, CA 91301 = mailing address (home) Nature of OBA: Design and event planning services Position/Title/Relationship: Partner Start Date: 04/11/2024 Time devoted: 20 hours per month; 0 during securities trading hours Duties: Designing, coordinating and planning events (2) the name of the other business: In-Home Supportive Services (Los Angeles County) whether the business is investment-related: non investment-related the address of the other business: 21615 Plummer Street, Chatsworth, CA 91311 the nature of the other business: Health care provider to my elderly aunt your position; title, or relationship with the other business: Health care provider the start date of your relationship: 11/24/2025 the approximate number of hours/month you devote to the other business: 1 hr the number of hours you devote to the other business during securities trading hours: 1hr and briefly describe your duties relating to the other business: Health care provider to my elderly aunt
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-07 |
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