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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-04-25 |
Branch Locations
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
390 Plandome Rd., Suite 209, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Los Angeles | CA | 05/2012 | Present |
1) LONG RIDGE GROUP LLC IN HAMPTON BAYS, NY. PERSONAL VACATION HOME, NOT EXPECTING RENTALS BUT MAY IN THE FUTURE. LLC WAS FILED IN APRIL 2012 PRIOR TO JOINING CURRENT EMPLOYER. ZERO HRS/MONTH AND NONE DURING SECURITIES TRADING HOURS. 2) Beginning Dec 2017, Co-Owner of Pentagon Partners, LLC in Nassau County, NY passively investing in privately held companies, which requires zero hours/month time commitment. 3) Name of Other Business: ACC Partners, LLC / Investment related? No / Address: NY 11030 / Nature of Business: Self-Directed IRA to invest in real estate / Position: Sole member-owner / Start Date: 05-16-2018 / Number of hours a month: None / Number of hours during securities trading hours: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-12 |
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