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Current Employers
Beverly Hills Private Wealth, Llc

350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-29
  • CA RA
    APPROVED
    Since 2024-02-29

Branch Locations

350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212 • 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 Seal Beach CA 06/2020 10/2022
Bank Of America Tucson AZ 06/2019 08/2019
University Of Arizona Tucson AZ 08/2016 05/2020
Banner Medical Hospital Tucson CA 02/2019 03/2020
Dick's Sporting Goods Fresno CA 06/2018 08/2018
Cen Cal Business Finance Group Fresno CA 06/2018 07/2018
Dick's Sporting Goods Fresno CA 06/2017 08/2017
Nancy Fuller Children's University Fresno CA 08/2019 01/2020
Beverly Hills Private Wealth, Llc Beverly Hills CA 10/2022 Present
  • 06/2020 → 10/2022
    Seal Beach, CA
  • 06/2019 → 08/2019
    Bank Of America
    Tucson, AZ
  • 08/2016 → 05/2020
    University Of Arizona
    Tucson, AZ
  • 02/2019 → 03/2020
    Banner Medical Hospital
    Tucson, CA
  • 06/2018 → 08/2018
    Dick's Sporting Goods
    Fresno, CA
  • 06/2018 → 07/2018
    Cen Cal Business Finance Group
    Fresno, CA
  • 06/2017 → 08/2017
    Dick's Sporting Goods
    Fresno, CA
  • 08/2019 → 01/2020
    Nancy Fuller Children's University
    Fresno, CA
  • 10/2022 → Present
    Beverly Hills, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-01
  • S66 Uniform Combined State Law Examination
    2021-10-01

View on SEC IAPD

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