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750 B Street Suite 2850, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-09-20 |
Branch Locations
750 B Street Suite 2850, San Diego, CA 92101 • 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 |
|---|---|---|---|---|
| Awm Global Advisors | San Diego | CA | 11/2011 | Present |
| Alhambra Wealth Management | Grand Cayman | 01/2012 | Present | |
| Alhambra Bank And Trust | Grand Cayman | 01/2015 | Present |
Mr. Alsari is a principal (start date January 2012) of Alhambra Wealth Management, A Cayman Islands Investment Adviser and a principal (start date January 2015) Alhambra Bank and Trust, a Cayman Islands Banking Institution (collectively "Alhambra"). Alhambra provides investment advisory, banking, and trust services to Non U.S. persons. Mr. Alsari provides marketing and other services on behalf of Alhambra. Mr.Alsari spends approximately 10% to 15% of his time devoted to Alhambra.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 1994-02-10 |
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