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111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-02 |
Branch Locations
111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Int. School Of Beaverton | Beaverton | OR | 09/2014 | 09/2017 |
| Cruise In Country Diner | Hillsboro | OR | 10/2020 | 06/2021 |
| Aloha High School | Aloha | OR | 09/2017 | 06/2021 |
| Cal Poly, San Luis Obispo | San Luis Obispo | CA | 07/2021 | 04/2025 |
| Cal Poly, San Luis Obispo | San Luis Obispo | CA | 09/2022 | 06/2023 |
| Buona Tavola | San Luis Obispo | CA | 09/2023 | 06/2024 |
| Halbert Hargrove | Long Beach | CA | 06/2024 | 02/2025 |
| Halbert Hargrove | Long Beach | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-02 |
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