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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-09 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
101 N Pacific Coast Highway Suite 305, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Double Eagle Partners, Llc | Newport Beach | CA | 01/2007 | 05/2018 |
| Hollencrest Capital Management | Newport Beach | CA | 05/2005 | 05/2018 |
| Hollencrest Capital Management | Newport Beach | CA | 06/2018 | 05/2019 |
| Independent Consultant | Newport Beach | CA | 06/2019 | 09/2019 |
| Running Point Capital Advisors, Llc | El Segundo | CA | 10/2019 | 02/2026 |
| Cerity Partner Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-14 |
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