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222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-01 |
Branch Locations
1482 East Valley Road Suite 30, Montecito, CA 93108 • United States
222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berti Spechlet Sarmiento Mckay & Co, Llp | Santa Barbara | CA | 01/2016 | 10/2019 |
| The Cal-West Group, Inc | Santa Barbara | CA | 05/2018 | 10/2019 |
| Santa Barbara Leadership Mbc | Santa Barbara | CA | 11/2018 | 01/2021 |
| St.GEorge & Associates | Santa Barbara | CA | 10/2019 | 04/2020 |
| Igsb, Inc | Montecito | CA | 06/2020 | 07/2022 |
| Partners Fund, Inc | Montecito | CA | 06/2022 | Present |
| Santa Barbara Management | Montecito | CA | 09/2025 | 05/2026 |
| Santa Barbara Management | Montecito | CA | 05/2026 | Present |
the name of the other business; Partners Fund, Inc whether the business is investment-related; Yes the address of the other business; 1485 East Valley Road, Suite F, Montecito, CA 93108 the nature of the other business; Family Officer your position; Controller title, or relationship with the other business; Controller the start date of your relationship; 06/2022 the approximate number of hours/month you devote to the other business; 10 hours per week the number of hours you devote to the other business during securities trading hours; 10 hours per week and briefly describe your duties relating to the other business; Accounting services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-30 |
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