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2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-14 |
Branch Locations
Los Angeles, CA • United States
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Los Angeles | CA | 04/2014 | 06/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2022 |
| Charles Schwab & Co., Inc. | Los Angeles | CA | 06/2022 | 07/2025 |
| Charles Schwab Bank, Ssb | Los Angeles | CA | 06/2022 | 07/2025 |
| Vp Distributors, Llc | Los Angeles | CA | 08/2025 | Present |
| Kayne Anderson Rudnick Investment Management, Llc | Los Angeles | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-08 |
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