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10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-11-02 |
Branch Locations
1900 Avenue Of The Stars Suite 970, Los Angeles, CA 90067 • United States
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Convergent Wealth Advisors, Llc | Rockville | MD | 09/2009 | 10/2016 |
| Pathstone Federal Street | Los Angeles | CA | 11/2016 | 04/2019 |
| Pathstone | Los Angeles | CA | 04/2019 | Present |
PS ARTS, NON INVESTMENT RELATED, 1728 ABBOT KINNEY BOULEVARD, SUITE 101, VENICE, CA 90291 ARTS EDUCATION, BOARD MEMBER, 7/1/2014, APPROX 2 HOURS PER MONTH, OVERSIGHT OF THE ORGANIZATION, PARTICIPANT ON THE FINANCE COMMITTEE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2010-05-12 |
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