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25129 The Old Road Suite 300, Stevenson Ranch, CA 91381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
25129 The Old Road Suite 300, Stevenson Ranch, CA 91381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Owlsense Wealth & Legacy Advisors, Llc | Stevenson Ranch | CA | 02/2024 | Present |
| Salem Christian Homes | Chino | CA | 02/2024 | Present |
| Providence Christian College | Pasadena | CA | 12/2012 | 12/2023 |
I work for a non-profit organization called Salem Christian Homes which provides group homes for developmentally disabled persons. I am the director of development - I am a remote employee. My responsibilities include fundraising and marketing for the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-30 |
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