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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
177 East Colorado Blvd. Suite 200, Office 3055, Pasadena, CA 91105 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Rancho Palos Verdes, CA • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Campus Communities | Irvine | CA | 05/2023 | 05/2024 |
| American Campus Communities | Irvine | CA | 05/2024 | 10/2024 |
| La Pension Planners | Pasadena | CA | 05/2025 | Present |
| Ridgecrest Intermediate School | Rancho Palos Verdes | CA | 01/2015 | 06/2017 |
| Palos Verdes Peninsula High School | Rolling Hills Estates | CA | 08/2017 | 06/2021 |
| University Of California, Irvine | Irvine | CA | 09/2021 | 06/2025 |
1. LA PENSION PLANNERS POSITION: FINANCIAL ADVISOR | NATURE: FINANCIAL ADVISING FOR CLIENTS | COMPENSATION TYPE: COMMISSION | INVESTMENT RELATED: YES | NUMBER OF HOURS: 40 | SECURITIES TRADING HOURS: 20 | START DATE: MAY 1, 2025 | ADDRESS OF OBA: 177 E COLORADO BLVD #200, PASADENA, CA 91105 | DESCRIPTION OF YOUR DUTIES: PROVIDE FINANCIAL ADVISE AND CREATE FINANCIAL PORTFOLIOS FOR CLIENTS TO HELP THEM ACHIEVE THEIR FINANCIAL GOALS. 2. LA WEALTH PARTNERS POSITION: FINANCIAL ADVISOR | NATURE: FINANCIAL ADVISING FOR CLIENTS | COMPENSATION TYPE: COMMISSION | INVESTMENT RELATED: YES | NUMBER OF HOURS: 0 | SECURITIES TRADING HOURS: 0 | START DATE: MAY 1, 2025 | ADDRESS OF OBA: 177 E COLORADO BLVD #200, PASADENA, CA 91105 | DESCRIPTION OF YOUR DUTIES: PROVIDE FINANCIAL ADVISE AND CREATE FINANCIAL PORTFOLIOS FOR CLIENTS TO HELP THEM ACHIEVE THEIR FINANCIAL GOALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-15 |
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