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9200 W Sunset Blvd Suite 817, West Hollywood, CA 90069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-06 |
Branch Locations
9200 W Sunset Blvd Suite 817, West Hollywood, CA 90069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Santa Barbara | CA | 07/2015 | 08/2017 |
| Manchester Capital Management Llc | Montecito | CA | 08/2017 | 07/2020 |
| Lido Advisors, Llc | Century City | CA | 04/2022 | 12/2025 |
| Ep Wealth Advisors | Torrance | CA | 09/2020 | 12/2021 |
| Servicemaster Clean By Jw Professional Services | Camarillo | CA | 12/2021 | 04/2022 |
| Audent Global Asset Management, Llc | West Hollywood | CA | 01/2026 | Present |
| Audent Global Asset Management, Llc | West Hollywood | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-31 |
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