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Santa Monica, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-07 |
| TX | RA | APPROVED | 2024-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyline Financial Advisors, Llc | San Francisco | CA | 01/2015 | 04/2017 |
| Grove Advisors Llc | San Francisco | CA | 12/2016 | 09/2019 |
| Five Oceans Advisors | Santa Monica | CA | 01/2024 | Present |
| Unemployed | San Francisco | CA | 09/2019 | 03/2020 |
| Independent Consulting | San Francisco | CA | 03/2020 | 02/2021 |
| Montcalm Tcr | San Francisco | CA | 02/2021 | 05/2022 |
| Leslie Mallman Money Coaching | San Francisco | CA | 05/2022 | 01/2024 |
Leslie Mallman Money Coaching, Start Date: 12/22, Not Investment Related, located at 714 Cole St, SF CA 94117, Position: Owner, Teaching a class to help people with their emotions around money, 6 hours per month devoted to business, 0 during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-09 |
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