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4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Los Angeles | CA | 11/2025 | 02/2026 |
| Student | Thousand Oaks | CA | 08/2013 | 08/2017 |
| Nvs Public Relations | Calabasas | CA | 04/2018 | 12/2024 |
| Solenis | Wilmington | DE | 05/2021 | 08/2021 |
| Equals True | Ciudad De Mexico | 01/2025 | 09/2025 | |
| Student | Philadelphia | PA | 08/2021 | 06/2023 |
| Great Lakes Nutrition | Thousand Oaks | CA | 03/2017 | 06/2021 |
| Total Wealth Services, Llc | Thousand Oaks | CA | 02/2026 | Present |
| Total Wealth Tax, Pc | Thousand Oaks | CA | 02/2026 | Present |
Total Wealth Tax, PC - Investment Related - at reported business location - CPA firm - referral source - 02/2026 - 2 hrs/month - solely referring clients over to the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-02 |
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