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Chloe Lee Barnett

Regatta Capital Group, LLC

El Segundo, CA

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Current Employers
Regatta Capital Group, Llc

880 Apollo St. Suite 129, El Segundo, CA 90245 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-07
  • CA RA
    APPROVED
    Since 2025-04-07

Branch Locations

880 Apollo St. Suite 129, El Segundo, CA 90245 • 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
Luther Burbank Savings Irvine CA 07/2016 10/2017
Unemployed Newport Beach CA 10/2017 02/2018
Redfin Irvine CA 02/2018 12/2019
Freeman Mathis And Gary Llp Seal Beach CA 01/2019 12/2019
Fidelity Investments Irvine CA 12/2019 10/2021
Regatta Capital Group, Llc El Segundo CA 11/2021 Present
  • 07/2016 → 10/2017
    Luther Burbank Savings
    Irvine, CA
  • 10/2017 → 02/2018
    Unemployed
    Newport Beach, CA
  • 02/2018 → 12/2019
    Redfin
    Irvine, CA
  • 01/2019 → 12/2019
    Freeman Mathis And Gary Llp
    Seal Beach, CA
  • 12/2019 → 10/2021
    Fidelity Investments
    Irvine, CA
  • 11/2021 → Present
    Regatta Capital Group, Llc
    El Segundo, CA
Previous Registrations
  • 2020-09-23 → 2021-11-03
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-01
S63 Uniform Securities Agent State Law Examination 2020-06-18
  • S66 Uniform Combined State Law Examination
    2020-09-01
  • S63 Uniform Securities Agent State Law Examination
    2020-06-18
Designations

View on SEC IAPD

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