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790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-24 |
Branch Locations
790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pasadena | CA | 12/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pasadena | CA | 11/2016 | 07/2018 |
| Holly Street Wealth Advisors, Llc | Pasadena | CA | 08/2018 | 01/2020 |
| Aurora Capital, Llc | Bridgehampton | NY | 08/2018 | 03/2019 |
| Newbridge Securities Corporation | Pasadena | CA | 03/2019 | 01/2021 |
| Strategy Asset Managers L.L.C | Woodcliff Lake | NJ | 05/2019 | 02/2021 |
| Strategy Asset Managers L.L.C | Pasadena | CA | 02/2021 | 12/2021 |
| Strategy Asset Managers L.L.C | Pasadena | CA | 12/2021 | 09/2023 |
| Strategy Asset Managers, Llc | Pasadena | CA | 09/2023 | Present |
| The Leaders Group Inc | Littleton | CO | 01/2025 | Present |
1.) STRATEGY ASSET MANAGERS LLC - 8/1/2018 - 790 E Colorado Blvd., Suite 200, Pasadena, CA 91101 - Director of planning/advisor, Financial Advisor, Invt Rel, RA business, 200 hrs/mo; 130 hrs/mo (during trading hours). 2.) The Leaders Group Inc - Investment Related - 01/01/2025 - 26 W Dry Creek Cir #800, Littleton, CO 80120 - Broker/Dealer - Registered Representative - 1hrs/mo; none during trading hours - Sale of annuities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-05 |
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