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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-18 |
Branch Locations
Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-18 |
Branch Locations
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Serene Growth Partners Llc | San Diego | CA | 10/2015 | Present |
| Zen Trading Llc | San Diego | CA | 03/2018 | Present |
1) ZEN TRADING, LLC - 3/2018 TO PRESENT. MANAGING MEMBER. INVESTMENT RELATED. DUTIES INCLUDE PROVIDING PORTFOLIO MANAGEMENT SERVICES. 13496 TIERRA VISTA CIRCLE, SAN DIEGO, CA 92130.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-26 |
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