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3300 W Leigh Street, Richmond, VA 23230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-26 |
Branch Locations
790 E Colorado Boulevard Suite 505, Pasadena, CA 91101 • United States
3300 W Leigh Street, Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dorsey Wright & Associates | Pasadena | CA | 05/2022 | Present |
| First Pacific Advisors | El Segundo | CA | 10/2018 | 05/2022 |
| Western Asset Management | Pasadena | CA | 07/2011 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-02 |
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