Anita Marilyn Heller

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
University Of California, Santa Barbara: Carrillo Dining Commons	Santa Barbara	CA	11/2024	02/2025
University Of California, Santa Barbara	Santa Barbara	CA	08/2021	06/2025
Steelpeak Wealth, Llc	Woodland Hills	CA	07/2025	Present
Jpmorgan Private Bank	Westlake Village	CA	06/2024	08/2024
One Capital Management, Llc	Westlake Village	CA	06/2023	09/2023
Amerihome Mortgage Company, Llc	Westlake Village	CA	06/2022	08/2022
Jersey Mike's Subs	Newbury Park	CA	07/2021	09/2021
Education	Newbury Park	CA	12/2015	08/2021

11/2024 → 02/2025

University Of California, Santa Barbara: Carrillo Dining Commons

Santa Barbara, CA
08/2021 → 06/2025

University Of California, Santa Barbara

Santa Barbara, CA
07/2025 → Present

Steelpeak Wealth, Llc

Woodland Hills, CA
06/2024 → 08/2024

Jpmorgan Private Bank

Westlake Village, CA
06/2023 → 09/2023

One Capital Management, Llc

Westlake Village, CA
06/2022 → 08/2022

Amerihome Mortgage Company, Llc

Westlake Village, CA
07/2021 → 09/2021

Jersey Mike's Subs

Newbury Park, CA
12/2015 → 08/2021

Education

Newbury Park, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-26
S66	Uniform Combined State Law Examination	2025-08-23