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Kara Sue Boccella

Serenus Wealth Advisors, LLC

Santa Monica, CA

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Current Employers
Serenus Wealth Advisors, Llc

1299 Ocean Ave Suite 710, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-15
TX RA APPROVED 2024-07-15
  • CA RA
    APPROVED
    Since 2024-07-15
  • TX RA
    APPROVED
    Since 2024-07-15

Branch Locations

1299 Ocean Ave Suite 710, Santa Monica, CA 90401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Camden Capital, Llc El Segundo CA 08/2014 07/2024
Serenus Wealth Advisors, Llc Santa Monica CA 07/2024 Present
Previous Registrations
  • 2014-09-23 → 2024-08-12
    Certuity, Llc
    El Segundo, CA
    Los Angeles, CA
    Santa Monica, CA
  • 2010-11-23 → 2014-09-15
    Kls Professional Advisors Group, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-12
S63 Uniform Securities Agent State Law Examination 1995-07-21
  • S65 Uniform Investment Adviser Law Examination
    2010-11-12
  • S63 Uniform Securities Agent State Law Examination
    1995-07-21
Other Names
  • Kara Sue Brown
  • Kara Sue Brownboccela
  • Kara Boccella

View on SEC IAPD

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MANTIS CAPITAL MANAGEMENT, LLC
EOS VENTURE PARTNERS (INVESTMENT ADVISER) INC

Other Investors

ROBERT HENRY JONES
MARY CATHERINE KUSNIC
LAURA ELIZABETH LEMOINE
REBECCA KATHLEEN SHAW
DEVON GALINDO
Katherine L Thorsey
SUEHYUN KIM
EDWARD ROWLEY SIMPSON

Other Offices

VICTUS CAPITAL WEALTH · SANTA MONICA, CA
WILSHIRE · SANTA MONICA, CA
DIMENSIONAL FUND ADVISORS LP · SANTA MONICA, CA
COMPOSITION WEALTH, LLC · SANTA MONICA, CA
OCEAN AVENUE WEALTH MANAGEMENT · SANTA MONICA, CA
A.G.P. / ALLIANCE GLOBAL PARTNERS · SANTA MONICA, CA
MANTIS CAPITAL MANAGEMENT, LLC · SANTA MONICA, CA
EOS VENTURE PARTNERS (INVESTMENT ADVISER) INC · SANTA MONICA, CA

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