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Solvang, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synchronous Wealth Advisors | Los Angeles | CA | 03/2025 | Present |
| Transamerica | Los Angeles | CA | 08/2021 | 10/2025 |
| Legal & General America | Frederick | MD | 05/2019 | 08/2021 |
| Oliver Wyman | Chicago | IL | 01/2018 | 04/2019 |
| Unemployed | Los Angeles | CA | 01/2015 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-04 |
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