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790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-07 |
Branch Locations
790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westmont College | Santa Barbara | CA | 09/2022 | 05/2024 |
| Unemployed | Redondo Beach | CA | 06/2024 | 02/2025 |
| Strategy Asset Managers L.L.C. | Pasadena | CA | 02/2025 | 06/2025 |
| Strategy Asset Managers L.L.C. | Pasadena | CA | 06/2025 | Present |
| Loyola Marymount University | Los Angeles | CA | 09/2020 | 06/2022 |
| Unemployed | Redondo Beach | CA | 06/2015 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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