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2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management, Llc | Los Angeles | CA | 04/2021 | Present |
| Wells Fargo Private Bank | Los Angeles | CA | 01/2019 | 04/2021 |
| Ernst & Young | Los Angeles | CA | 02/2018 | 01/2019 |
| Andersen Tax Llc | Los Angeles | CA | 08/2016 | 02/2018 |
Pontius Capital Advisors, LLC Investment Related 77 Hawk Valley Lane, Denver PA 17517 The purposes of the LLC is to invest in commercial and residential real estate investments. 49% Limited Partner in a Real Estate Investment focused LLC. 05/12/2020 Approximate Numbers of Hours per Month: 2-4 Number of hours devoted during Securities Trading Hours: 0 Provide General Partner with tax and financial advice when needed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
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