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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-11 |
| TX | RA | APPROVED_RES | 2025-06-11 |
Branch Locations
9355 Wilshire Boulevard Suite 200, Beverly Hills, CA 90210 • United States
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boulevard Family Wealth, Llc | Los Angeles | CA | 09/2023 | 08/2024 |
| The Leaders Group, Inc. | Littleton | CO | 03/2019 | 12/2020 |
| Boulevard Insurance Strategies, Llc | Beverly Hills | CA | 07/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2021 | 12/2024 |
| Ca Family Wealth Llc Dba Boulevard Familywealth | Los Angeles, | CA | 07/2017 | 05/2025 |
| Americana Partners, Llc | Beverly Hills | CA | 04/2025 | Present |
| Bank Of America, N.A. | Beverly Hills | CA | 11/2012 | 07/2017 |
(1.) BOULEVARD INSURANCE STRATEGIES, LLC - 7/7/2017 - 9465 Wilshire Blvd, Suite 840, Beverly Hills, CA 90212 - Owner/Partner, Insurance Sales, Invt Rel, Insurance Business, 160 hrs/mo; 160 hrs/mo (during trading hours). (2.) 7/2003 Independent Licensed insurance Agent; Investment Related; South Dakota and California ;Accident & Health, Life, Variable Life and Variable Annuity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-19 |
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