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1999 Avenue Of The Stars Suite 3350, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-03 |
Branch Locations
1999 Avenue Of The Stars Suite 3350, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Finwell | Encino | CA | 01/2021 | 06/2021 |
| Finwell | Encino | CA | 06/2021 | 05/2023 |
| Fulton Management | Encino | CA | 06/2018 | Present |
| University Of Oregon | Eugene | OR | 06/2014 | 06/2019 |
| Lpl Financial Llc | Woodland Hills | CA | 05/2023 | 01/2025 |
| Seneca Private Wealth, Llc | Los Angeles | CA | 01/2025 | Present |
1) 04/13/2023 - Fulton Management - Outside/W-2 Employment - Staff Accountant, Head of Data Entry Department - Encino, CA 91436 - Non investment related - 80 Hours per month - Start date: 02/18/2020. 2) 04/13/2023 - ALLEGIANCE FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 01/08/2024 - CKJ Investments - Non-Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 12/11/2023 - 2 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
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