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7080 Hollywood Blvd. 7Th Floor, Los Angeles, CA 90028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-21 |
Branch Locations
9000 W Sunset Blvd., West Hollywood, CA 90069 • United States
7080 Hollywood Blvd. 7Th Floor, Los Angeles, CA 90028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dew Point Capital | Los Angeles | CA | 05/2026 | Present |
| Jrk Property Holdings | Los Angeles | CA | 07/2023 | 07/2024 |
| Boothbay Harbor Yacht Club | Boothbay Harbor | ME | 06/2019 | 08/2022 |
| Northstar Ski Resort | Truckee | CA | 12/2021 | 01/2023 |
| Pepperdine University | Malibu | CA | 08/2024 | 04/2026 |
| Dartmouth College | Hanover | NH | 09/2019 | 06/2023 |
| Full-Time Student | Newport Beach | CA | 05/2016 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
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