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Inactive

Joshua R Fredendall

Westmount Partners, LLC

Los Angeles, CA

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Current Employers
Westmount Partners, Llc

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-07
CO RA APPROVED 2024-09-19
CA RA APPROVED 2024-09-18
WA RA APPROVED 2024-09-18
  • FL RA
    APPROVED
    Since 2024-11-07
  • CO RA
    APPROVED
    Since 2024-09-19
  • CA RA
    APPROVED
    Since 2024-09-18
  • WA RA
    APPROVED
    Since 2024-09-18

Branch Locations

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 01/2016 11/2021
Bank Of America, N.A. Seattle WA 07/2016 11/2021
Steel Peak Wealth Management, Llc Woodland Hills CA 09/2022 01/2024
Unemployed North Hollywood CA 11/2021 09/2022
Unemployed Winnetka CA 01/2024 08/2024
Westmount Partners Certuity City CA 08/2024 Present
  • 01/2016 → 11/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Seattle, WA
  • 07/2016 → 11/2021
    Bank Of America, N.A.
    Seattle, WA
  • 09/2022 → 01/2024
    Steel Peak Wealth Management, Llc
    Woodland Hills, CA
  • 11/2021 → 09/2022
    Unemployed
    North Hollywood, CA
  • 01/2024 → 08/2024
    Unemployed
    Winnetka, CA
  • 08/2024 → Present
    Westmount Partners
    Certuity City, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-06
  • S66 Uniform Combined State Law Examination
    2016-06-06
Other Names
  • Joshua R Fredendall
  • Joshua Robert Fredendall

View on SEC IAPD

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TLG ADVISORS, INC. · Los Angeles, CA
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