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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-23 |
| FL | RA | APPROVED | 2023-05-25 |
| CA | RA | APPROVED | 2021-08-30 |
Branch Locations
1999 Avenue Of The Stars Suite 2150, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Bernstein | Los Angeles | CA | 07/2021 | Present |
| Gartner, Inc. | Manhattan Beach | CA | 05/2017 | 06/2021 |
| Maxwell Health | Hermosa Beach | CA | 03/2014 | 05/2017 |
Count: 3 1) BusinessName: Holly Rental Property INVESTMENT RELATED: No ADDRESS: 19182 Holly Lane Unit D, Huntington Beach, CA 92648 NATURE OF BUSINESS: This is an investment rental property POSITION: Onwer (50%) RELATIONSHIP: 2006-05-01 APPROXIMATE NUMBER HOURS: 1 hours/month, 0 hours during trading hours YOUR DUTIES: Addressing tenant questions if and when they arise. 2) BusinessName: Bermuda32026 LLC INVESTMENT RELATED: No ADDRESS: 16851 Saybrook Lane Huntington Beach, CA 92649 NATURE OF BUSINESS: I am a passive investor into a social club called Bermuda Clubs. The offer co-working space, golf simulators, and gyms. POSITION: Managing Member RELATIONSHIP: 2026-01-02 APPROXIMATE NUMBER HOURS: 1 hours/month, 0 hours during trading hours YOUR DUTIES: I am not involved in this operating business. I created an LLC as there are 3 total investors which are friends and family (including me) that invested our capital into the Bermuda Club. The LLC will be the LP. A K1 will be issued to Bermuda32026 LLC and then K1's will be issues to the investors. 3) BusinessName: Bermuda32026 LLC investing in Bermuda Clubs INVESTMENT RELATED: No ADDRESS: 16851 Saybrook Lane Huntington Beach, CA 92649 NATURE OF BUSINESS: I am a passive investor into a social club called Bermuda Clubs. The offer co-working space, golf simulators, and gyms. POSITION: limited partner RELATIONSHIP: 2026-01-02 APPROXIMATE NUMBER HOURS: 1 hours/month, 0 hours during trading hours YOUR DUTIES: I am not involved with the operations of this business whatsoever. However, I created an LLC as there are 3 total investors (including me) that invested our capital. One investor is my parents and the other is my best friend. The LLC will be the LP and own shares in the operating business. A K1 will be issued to Bermuda32026 LLC and then K1's will be issued to the three investors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-27 |
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