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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Benefit | Beverly Hills | CA | 06/2023 | 12/2024 |
| Compound Planning | New York | NY | 12/2024 | Present |
| Camp Hillel | Beverly Hills | CA | 07/2021 | 08/2021 |
| Bais Yaakov School For Girls | Los Angeles | CA | 09/2017 | 06/2021 |
| Yeshiva Aharon Yaakov Ohr Eliyah | Los Angeles | CA | 09/2014 | 08/2017 |
| Santa Monica Community College | Santa Monica | CA | 10/2021 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
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