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Pasadena, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
680 E. Colorado Blvd. Suite 180, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Attlee Capital Llc | Pasadena | CA | 12/2018 | Present |
| Churchill Management Group | Los Angeles | CA | 06/2014 | 11/2018 |
| H&R Block | Glendale | CA | 01/2021 | 04/2021 |
| H&R Block | Glendale | CA | 01/2022 | 04/2022 |
| H&R Block | Glendale | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-11 |
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