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Current Employers
Pasadena Private Wealth, Llc

2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-28
  • CA RA
    APPROVED
    Since 2019-01-28

Branch Locations

2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Singpoli Wealth Management Pasadena CA 07/2016 01/2019
Singpoli Private Wealth Corporation Pasadena CA 01/2017 01/2019
Singpoli Capital, Llc Pasadena CA 07/2016 01/2019
Pasadena Private Wealth, Llc Pasadena CA 01/2019 Present
Gt Securities, Inc. Los Angeles CA 01/2020 Present
  • 07/2016 → 01/2019
    Singpoli Wealth Management
    Pasadena, CA
  • 01/2017 → 01/2019
    Singpoli Private Wealth Corporation
    Pasadena, CA
  • 07/2016 → 01/2019
    Singpoli Capital, Llc
    Pasadena, CA
  • 01/2019 → Present
    Pasadena, CA
  • 01/2020 → Present
    Gt Securities, Inc.
    Los Angeles, CA
Previous Registrations
  • 2017-04-05 → 2019-01-16
    Singpoli Private Wealth, Inc.
    Pasadena, CA
  • 2016-03-10 → 2016-06-30
    Cetera Wealth Services, Llc
    Pasadena, CA
    El Segundo, CA
  • 1998-02-04 → 2016-01-05
    Portland, ME
    Pasadena, CA
    Princeton, NJ
Other Businesses

General partner of Four Eights Sailing LLC dba Sail Honu Hawaii, a sailing charters business located at 909 Kapiolani Boulevard #2704, Honolulu, HI 96814. Provides guidance to daughter who is operating her first business. Devotes approximately 20 hours per month, with no hours during securities trading hours. Activity commenced November 20, 2023. Non-investment related activity. Investor through the Voyer Family Trust in Four Eights Sailing LLC, a sailing charters business located at 909 Kapiolani Blvd #2704, Honolulu, HI 96814. Provides financial guidance to daughter and son-in-law as they operate the business. Devotes approximately 10 hours per month, with no hours during securities trading hours. Activity commenced July 31, 2023. Non-investment related activity. Investor in Bacchus Kitchen LLC, a full service restaurant and catering business located at 1384 E Washington Blvd, Pasadena, CA 91104. Acts as an advisor on strategy. Devotes approximately 2 hours per month, with no hours during securities trading hours. Activity commenced February 8, 2023. Non-investment related activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-06-20
S63 Uniform Securities Agent State Law Examination 1994-05-31
  • S65 Uniform Investment Adviser Law Examination
    1994-06-20
  • S63 Uniform Securities Agent State Law Examination
    1994-05-31
Other Names
  • Craig R Colbath
  • Craig Colbath

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