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Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbm Wealth Management | Sacramento | CA | 01/2018 | 06/2020 |
| California State University | Sacramento | CA | 01/2015 | 08/2019 |
| Albert Financial, Wealth Management And Insurance Services | Sacramento | CA | 08/2020 | 04/2021 |
| Erika Puzik & Associates | Los Angeles | CA | 04/2021 | 04/2022 |
| Mariner Wealth Advisors | Los Angeles | CA | 04/2022 | 02/2025 |
| Lindy Wealth, Llc | Los Angeles | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-03 |
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