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Current Employers
Granite Capital Wealth Management Llc

Huntington Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-08
AZ RA APPROVED 2022-11-03
CA RA APPROVED 2020-04-23
  • TX RA
    APPROVED
    Since 2022-12-08
  • AZ RA
    APPROVED
    Since 2022-11-03
  • CA RA
    APPROVED
    Since 2020-04-23

Branch Locations

Huntington Beach, CA • United States

Goodyear, AZ • 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
Aladdan Const Corp Temecula CA 06/1990 Present
M5 Capital Investments Lp Temecula CA 12/2007 12/2019
M5 Capital Management Llc Temecula CA 12/2007 12/2019
Granite Capital Wealth Management Llc Huntington Beach CA 03/2020 11/2025
Granite Capital Wealth Management Llc Huntington Beach CA 03/2020 Present
Other Businesses

David Andresen is currently the co-Owner at Aladdan Construction Corp. This activity accounts for approximately 20% of his time during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-20
  • S65 Uniform Investment Adviser Law Examination
    2020-01-20

View on SEC IAPD

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