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Culver City, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rand Corporation | Santa Monica | CA | 09/1990 | 06/2017 |
| Mitchell Financial Planning | Culver City | CA | 02/2016 | Present |
STARTING IN JULY 2017 OCCASIONAL FINANCE-RELATED WORK IS PERFORMED FOR THE RAND CORPORATION ON AN HOURLY BASIS. THIS WORK IS NOT INVESTMENT-RELATED AND IS TYPICALLY AT THE DIRECTION OF THE RAND CFO. TIME DEVOTED TO THIS ACTIVITY IS TYPICALLY UNDER 50 HOURS PER YEAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-12 |
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