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7080 Hollywood Blvd. Suite 700, Los Angeles, CA 90028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
Branch Locations
7080 Hollywood Blvd. Suite 700, Los Angeles, CA 90028 • United States
Torrance, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dorsey Wealth Management | Torrance | CA | 08/2024 | 08/2026 |
| Self Employed | La Crescenta | CA | 09/2005 | Present |
| Flutacious,Inc. | Glendale | CA | 01/2010 | 11/2020 |
| Avise Financial Cooperative, Inc. | Los Angeles | CA | 08/2026 | Present |
the name of the other business: self-employed the address of the other business: 3832 Vista Court, La Crescenta, CA 91214 your position, title, or relationship with the other business: Flute instructor the approximate number of hours/month you devote to the other business: 30 hours briefly describe your duties relating to the other business: teach flute lessons whether the business is investment-related: no the nature of the other business: music the start date of your relationship: 09/2005 the number of hours you devote to the other business during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-18 |
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