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Fullerton, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| County Of San Bernardino | San Bernardino | CA | 09/2016 | Present |
| Maaxiom Capital Llc | Fullerton | CA | 11/2021 | Present |
County of San Bernardino; 268 W Hospitality Lane, San Bernardino, CA 92408; investment related; Chief Investment Officer since 9/2016; treasury/fund management; 160 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-25 |
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