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2815 Townsgate Road Suite 100, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-27 |
| CA | RA | APPROVED | 2023-08-11 |
Branch Locations
2815 Townsgate Road Suite 100, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Reseda | CA | 08/2015 | 09/2016 |
| Green Financial Services | Reseda | CA | 09/2009 | 06/2019 |
| Yogaworks | Culver City | CA | 04/2012 | 05/2020 |
| Fidelity Brokerage Services Llc | Torrance | CA | 06/2019 | 07/2023 |
| Manchester Financial Inc | Westlake Village | CA | 08/2023 | Present |
(1) 05/2021 Independent Licensed insurance Agent; Investment Related; Westlake Village, CA;Life, Health & Accident, Var Life & Var Annuity (2) property, property rental, sole proprietor, non investment, <5% of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-15 |
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