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2475 Townsgate Road Suite 210, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-19 |
Branch Locations
2475 Townsgate Road Suite 210, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sherwood Financial Partners | Westlake Village | CA | 03/2021 | 12/2022 |
| Fullscreen | Los Angeles | CA | 07/2019 | 02/2021 |
| Fullscreen | Los Angeles | CA | 10/2017 | 06/2019 |
| Mcbeard | Los Angeles | CA | 07/2016 | 09/2017 |
| Sherwood Financial Partners | Westlake Village | CA | 01/2023 | 12/2024 |
| Sherwood Financial Partners | Westlake Village | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-25 |
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