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530 Technology Drive, Suite 100 - 200, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-14 |
Branch Locations
530 Technology Drive, Suite 100 - 200, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Finalis Securities Llc | New York | NY | 12/2023 | Present |
| Ornate Investment Managers Llc | Irvine | CA | 02/2024 | Present |
| Ornate Investment Managers Llc | London | 07/2019 | 09/2021 | |
| Ornate Investments Consultancy, Namibia | Otjiwarongo | 02/2012 | 09/2021 | |
| Ornate Investment Managers Llc | London | 09/2021 | 02/2024 |
Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418. Investment banking; Managing Member; 07/02/2019; 0 hours per month; Managing Member; help with deal origination and execution.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-09 |
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