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2815 Townsgate Road Suite 100, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-27 |
| CA | RA | APPROVED | 2021-06-28 |
Branch Locations
2815 Townsgate Road Suite 100, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Los Angeles Pierce College | Los Angeles | CA | 02/2014 | 06/2017 |
| California State University, Northridge | Northridge | CA | 08/2017 | 12/2019 |
| Hawke Media | Santa Monica | CA | 06/2017 | 08/2017 |
| Circle 8 Productions | Encino | CA | 04/2018 | 07/2018 |
| California State University, Northridge | Northridge | CA | 08/2018 | 12/2019 |
| Urban Wealth Management | Los Angeles | CA | 06/2019 | 12/2019 |
| Manchester Financial | Westlake Village | CA | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-26 |
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