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18881 Von Karman Avenue Suite 500, Irvine, CA 92612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-20 |
Branch Locations
18881 Von Karman Avenue Suite 500, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Lending Center Holdings Inc. | Irvine | CA | 01/2016 | 11/2022 |
| Elite Advisors, Llc | Irvine | CA | 01/2019 | 12/2020 |
| Sunstone Advisors, Llc | Irvine | CA | 09/2022 | Present |
| Sunstone Management Inc | Irvine | CA | 11/2022 | Present |
Sunstone Management Inc; Investment-Related; Irvine, CA; Private Capital Firm; Director, Investment Department; 11/2022; 50 hrs/mo; 40 hrs/mo during securities hours; Duties are director of investment department activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2019-04-09 |
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