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23679 Calabasas Road, #188, Calabasas, CA 91302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
23679 Calabasas Road, #188, Calabasas, CA 91302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Law Offices Of Terri R. Brown | Calabasas | CA | 02/2006 | Present |
| Sustained Wealth Management | Calabasas | CA | 01/2016 | Present |
Law Offices of Terri R. Brown, not investment-related, 23679 Calabasas Road, #188, Calabasas, CA 91302, legal, sole proprietor, 2001, approx. 100 hours/month, approx. 1/2 during securities trading hours, legal services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-14 |
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