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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_RES | 2023-07-06 |
| CA | RA | APPROVED | 2021-12-03 |
Branch Locations
12481 High Bluff Ridge Suite 110, San Diego, CA 92130 • 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 |
|---|---|---|---|---|
| Clapp Legal | Carlsbad | CA | 09/2015 | 10/2016 |
| N/A | San Diego | CA | 10/2016 | 06/2017 |
| Hynes Advisory Inc. Dba Hearthstone | San Diego | CA | 06/2017 | 11/2021 |
| Aspiriant Llc | San Diego | CA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-07 |
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