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73575 El Paseo Suite 2300, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-01 |
Branch Locations
73575 El Paseo Suite 2300, Palm Desert, CA 92260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rosi Physiotherapy | Rancho Mirage | CA | 05/2017 | Present |
| Mt. San Jacinto College | Menifee | CA | 01/2018 | 08/2023 |
| Desert Oasis | Palm Springs | CA | 10/2020 | 11/2024 |
| Keystone Private Wealth | Palm Desert | CA | 06/2025 | Present |
| Presbyterian Espanola Hospital | Espanola | NM | 08/2016 | 11/2016 |
| Rust Presbyterian Hospital | Rio Rancho | NM | 11/2016 | 02/2017 |
| St Joe's Hospital | Eureka | CA | 02/2017 | 03/2017 |
| Shelley Cooper Pt Clinic | Bermuda Dunes | CA | 03/2017 | 05/2017 |
Rosi Physiotherapy Inc.; Not investment related; 71843 Highway 111 Ste C Rancho Mirage, CA 92270; Physical Therapy, Performance Training, Medical Consultation, Continuing Medical Education; Owner/Partner; 05/2017 - Present; 45-60 hours per month; 1-3 hours during securities trading hours; Owner operator, review medical charts, assist staff with billing, coding and compliance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
| S66 | Uniform Combined State Law Examination | 2025-06-08 |
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