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Current Employers
Sustained Wealth Management

23679 Calabasas Road, #188, Calabasas, CA 91302 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Calabasas, CA • United States

23679 Calabasas Road, #188, Calabasas, CA 91302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Law Offices Of Terri R. Brown Calabasas CA 02/2006 Present
Sustained Wealth Management Calabasas CA 01/2016 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-14
  • S65 Uniform Investment Adviser Law Examination
    2015-09-14

View on SEC IAPD

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