Best Investors Account Sign in
Claim This Profile
Current Employers
Redwood Wealth Management, Llc

100 Wilshire Blvd Suite 260, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-10-08
  • CA RA
    APPROVED
    Since 2019-10-08

Branch Locations

100 Wilshire Blvd Suite 260, Santa Monica, CA 90401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Los Angeles Clippers Los Angeles CA 08/2016 07/2017
Farmers Insurance Los Angeles CA 08/2017 05/2018
Redwood Wealth Management Santa Monica CA 05/2018 Present
  • 08/2016 → 07/2017
    Los Angeles Clippers
    Los Angeles, CA
  • 08/2017 → 05/2018
    Farmers Insurance
    Los Angeles, CA
  • 05/2018 → Present
    Redwood Wealth Management
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-08
  • S65 Uniform Investment Adviser Law Examination
    2019-10-08

View on SEC IAPD

More in Santa Monica, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor