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2420 Castillo Street Suite 100, Santa Barbara, CA 93105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-06 |
| CA | RA | APPROVED | 2020-08-24 |
Branch Locations
2420 Castillo Street Suite 100, Santa Barbara, CA 93105 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellfit | Malibu | CA | 02/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 06/2016 | 08/2020 |
| Bank Of America, N.A. | Westlake Village | CA | 08/2016 | 08/2020 |
| Ironcrest Capital Management Llc | Santa Barbara | CA | 08/2020 | Present |
(1) CA RESIDENT INSURANCE PRODUCER; NOT INVESTMENT-RELATED; 2420 CASTILLO STREET, SUITE 100, SANTA BARBARA, CA 93105; LICENSED INSURANCE AGENT/BROKER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-23 |
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