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400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-08 |
| CA | RA | APPROVED | 2024-05-10 |
| TX | RA | APPROVED | 2024-05-10 |
Branch Locations
400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Wealth Management | San Francisco | CA | 04/2015 | 09/2021 |
| Bmo Family Office, Llc | Palo Alto | CA | 10/2021 | 05/2024 |
| Elyxium Wealth, Llc | San Mateo | CA | 05/2024 | Present |
1) ELYXIUM FAMILY OFFICE, LLC; INVESTMENT RELATED; SAN MATEO, CA; FAMILY OFFICE SERVICES; MANAGING MEMBER; 05/2024. AFFILATED ENTITY OF ELYXIUM WEALTH, LLC THAT OFFERS SOLELY FAMILY OFFICE SERVICES 2) JAPAN SOCIETY OF NORTHERN CALIFORNIA; NON-INVESTMENT RELATED; SAN FRANCISCO, CA; FOSTERS RELATIONSHIP BETWEEN JAPAN AND SF BAY AREA; BOARD MEMBER & EXECUTIVE COMMITTEE; 2018; 6 HOURS/MONTH; 0 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
| S66 | Uniform Combined State Law Examination | 2004-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-10 |
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