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9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-21 |
| CA | RA | APPROVED | 2020-11-20 |
Branch Locations
9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 12/2011 | 11/2020 |
| Bank Of America, N.A. | Beverly Hills | CA | 01/2012 | 11/2020 |
| Aire Advisors, Llc | Beverly Hills | CA | 11/2020 | Present |
I*115541 For profit or not for profit: Non-Profit Organization Name of outside business organization: Mar Vista Family Center Investment related: N Address of business: Culver City, California 90230 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 7/2/2018 Number of hours devoted: 6 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: As a member of the board, I will be helping with various tasks and roles for the organization, including fundraising and helping to increase the number of families utilizing their services. I was introduced to this organization through B of A.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-22 |
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