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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-04-26 |
Branch Locations
9355 Wilshire Boulevard Suite 200, Beverly Hills, CA 90210 • United States
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ca Family Wealth Llc Dba Boulevard Family Wealth | Los Angeles | CA | 06/2018 | 03/2025 |
| Zehana Llc | Pasadena | CA | 09/2017 | 06/2018 |
| Citibank Hk | Hong Kong | 01/2016 | 09/2017 | |
| Boulevard Family Wealth Services, Llc | Beverly Hills | CA | 09/2023 | 08/2024 |
| Americana Partners, Llc | Beverly Hills | CA | 04/2025 | Present |
| Boulevard Insurance Strategies, Llc | Beverly Hills | CA | 06/2018 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-09 |
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