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Pasadena, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thompson & Thompson Investment Advisors, Inc. | Pasadena | CA | 11/2019 | Present |
| Mater Dei High School | Santa Ana | CA | 08/2016 | 05/2019 |
| Dkrbt Enterprises, Inc. | Pasadena | CA | 06/2019 | 10/2019 |
| Tarbut V'TOrah Community Day School | Irvine | CA | 10/2020 | Present |
I am also currently the Engineering & Computer Science Program Director at Tarbut V'Torah Community Day School at 5 Federation Way, Irvine, CA 92603. This business is an elementary and secondary school and is not investment related. It is not related to our advisory firm. I began working for the school in October 2020. I devote 40 hours per week during the school year to this business. I devote six hours of time on school days during trading hours. I teach, write and review curriculum, manage labs, equipment, and supplies, and oversee other teachers within the program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-13 |
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