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10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| CA | RA | APPROVED | 2025-01-21 |
Branch Locations
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 06/2009 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 04/2017 | 06/2024 |
| Sanctuary Securities, Inc. | Los Angeles | CA | 05/2024 | 04/2025 |
| Sanctuary Advisors Llc | Los Angeles | CA | 05/2024 | 04/2025 |
| Evolve Private Wealth, Llc | Los Angeles | CA | 01/2025 | Present |
| Wells Fargo Advisors | Los Angeles | CA | 04/2017 | 06/2024 |
1) Evolve Wealth Insurance LLC; Investment-related; Same address; Licensed insurance agent; Insurance sales and implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-20 |
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