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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2024-05-21 |
Branch Locations
9465 Wilshire Blvd. Suite 800, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors, Llc | Beverly Hills | CA | 07/2016 | 08/2018 |
| Boston Private Wealth Llc | Beverly Hills | CA | 09/2018 | Present |
| Svb Wealth Advisory Inc. | Santa Monica | CA | 12/2021 | Present |
National Kappa Delta Sorority. This is a non-profit, national organization. 3205 Players Lane Memphis, TN 38125. Employee sits on the Investment Committee. Support the development of college women across the US.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-15 |
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