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Simi Valley, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-20 |
| CA | RA | APPROVED | 2020-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Escient Studios | Simi Valley | CA | 01/2012 | 04/2020 |
| Escient Digital | Simi Valley | CA | 01/2001 | 04/2020 |
| Member Of Iatse Local 600 | Los Angeles | CA | 05/2008 | 12/2018 |
| Escient Financial Llc | Simi Valley | CA | 04/2020 | Present |
Advice-Only Planners Association, PBC; Address: 1455 Frazee Road, Suite 500, San Diego, California, 92108; Investment-Related: No; Nature of Business: Professional association and Public Benefit Corporation (PBC) dedicated to promoting the advice-only financial planning model and providing resources for advisors and the public; Position/Title: Co-Founder and Director; Start Date: 01/01/2026; Hours per Month: 12 hours; Hours during Trading per Month: 4 hours; Duties: Involved with Member Benefits and Technology initiatives for the association. Oversee strategic projects regarding association technology and assist in developing programs for member advisors. This activity is secondary to my primary duties at Strateon Intelligent Wealth, and I maintain a fiduciary priority to my advisory clients at all times.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-16 |
| S66 | Uniform Combined State Law Examination | 2019-12-05 |
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