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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-26 |
Branch Locations
2120 Colorado Ave Suite 100, Santa Monica, CA 90404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Simi Valley | CA | 08/2013 | 06/2017 |
| Target | Simi Valley | CA | 06/2017 | 07/2017 |
| Moorpark College | Moorpark | CA | 08/2017 | 06/2019 |
| Moorpark College Student Worker | Moorpark | CA | 08/2017 | 06/2019 |
| Zenith Insurance | Woodland Hills | CA | 06/2019 | 08/2019 |
| Unemployed | Simi Valley | CA | 09/2019 | 01/2020 |
| Michael White & Associates | Simi Valley | CA | 01/2020 | 06/2022 |
| California State University Northridge | Northridge | CA | 08/2020 | 06/2022 |
| Hoylecohen | Santa Monica | CA | 08/2022 | 09/2024 |
| Focus Partners Wealth, Llc | Boston | MA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
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