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2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-03-12 |
| CA | RA | APPROVED | 2025-01-21 |
Branch Locations
2 North Lake Avenue Suite 520, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Co | Honolulu | HI | 01/2016 | 12/2016 |
| Park Avenue Securities Llc | Honolulu | HI | 02/2016 | 12/2016 |
| Sageview Advisory Group | Honolulu | HI | 04/2017 | 01/2023 |
| Cetera Advisors Networks, Llc | El Segundo | CA | 04/2017 | 09/2018 |
| Pasadena Private Wealth, Llc | Pasadena | CA | 01/2025 | Present |
| Self-Employed | Honolulu | HI | 03/2023 | Present |
| Unemployed | Honolulu | HI | 01/2017 | 03/2017 |
1. DeRubeis Fine Art of Metal. Non-investment related. Art Consultant. 2330 Kalakaua Ave. Suite 190, Honolulu, HI 96815. 12/2024. 30-40 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
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