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5126 Clareton Dr. Ste. 206, Agoura Hills, CA 91301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-22 |
Branch Locations
5126 Clareton Dr. Ste. 206, Agoura Hills, CA 91301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rehab Solutions, Llc Dba Ergonomic Connection | Woodland Hills | CA | 09/2003 | 12/2024 |
| She Wealth Advisors, Llc | Woodland Hills | CA | 01/2025 | Present |
| Awaken Therapy Center | Woodland Hills | CA | 05/2020 | Present |
| She Wealth Advisors, Llc | Woodland Hills | CA | 10/2025 | Present |
I am engaged in a non-investment-related business with Awaken Therapy Center, located at 21243 Ventura Blvd. #118, Woodland Hills, CA 91364. Awaken Therapy Center is a mental health services provider. I serve as an independent contractor providing administrative support and also act as a lessor, renting shared office space to this business and others. I began this relationship in 05/15/2020. I devote approximately 20 hours per month, with 1 hour occurring during securities trading hours a month. My duties include client coordination, billing, credentialing new therapists and coordinating office maintenance. I have no role in patient care or clinical matters. Vanessa Friedman is involved in non-investment business activities: including Educational coaching and training related to investment strategy, market behavior, and risk management. These services are educational in nature and do not constitute personalized investment advice. These services started January 2025, I spend 5-10 hours a week but they are not performed during trading hours. I also Maintains a legacy DBA, Ergonomic Connection, a closed ergonomic furniture company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-21 |
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