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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-25 |
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
9355 Wilshire Boulevard Suite 200, Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bel Air Investment Advisors | Los Angeles | CA | 05/2016 | 06/2019 |
| Hamaka Holdings Llc | Los Angeles | CA | 06/2019 | 10/2019 |
| Capital Group | Los Angeles | CA | 10/2019 | 01/2021 |
| Better Earth Solar | Los Angeles | CA | 01/2021 | 05/2022 |
| Bel Air Investment Advisors | Los Angeles | CA | 05/2022 | 06/2024 |
| Sabbatical | Los Angeles | CA | 06/2024 | 10/2024 |
| Ca Family Wealth Llc Dba Boulevard Family Wealth | Beverly Hills | CA | 10/2024 | 03/2025 |
| Americana Partners, Llc | Beverly Hills | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-23 |
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