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Westlake Village, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montecito Bank & Trust | Ventura | CA | 03/2016 | 01/2024 |
| Lpl Financial Llc | Ventura | CA | 03/2016 | 01/2024 |
| Eagleson Arndt Financial Advisors, Llc | Thousand Oaks | CA | 01/2024 | Present |
| Kate Capital Group | Westlake Village | CA | 02/2024 | Present |
1. 11/20/2018 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 10/01/2018 - 3 hours/month - 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-12 |
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