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11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2025-09-30 |
Branch Locations
50 California Street Suite 2600, San Francisco, CA 94111 • United States
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Litman/Gregory Asset Management | Larkspur | CA | 09/2005 | 09/2025 |
| Aspiriant, Llc | San Francisco | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-09 |
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