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555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-12-05 |
Branch Locations
400 N. Roxbury Dr. 2Nd Floor, Beverly Hills, CA 90210 • United States
18111 Von Karman Ave. 4Th Floor, Irvine, CA 92612 • United States
555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States
San Diego, CA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Unionbanc Investment Services | San Diego | CA | 11/2013 | Present |
| City National Securities | Los Angeles | CA | 11/2017 | Present |
(1) OHANIAN PROPERTIES; INVESTMENT RELATED-NO; RENTAL PROPERTIES; SOLE PROPRIETOR OR JOINT OWNER WITH FAMILY MEMBERS; START DATE 04/01/2013; 4 HOURS; 0 HOURS DURING TRADING HOURS; PASSIVE (2) 48 STUDHOLME COURT, LONDON ENGLAND, NW37AE, ONLY RENTAL HOME, I HALF OWN THE HOME IN LONDON WITH MY BROTHER. 1 HOUR PER WEEK, 0 DURING SECURITIES TRADING HOURS, START DATE AFTER FEBRUARY 28, 2011. NON-INVESTMENT RELATED. MY WIFE AND I ALSO OWN THE FOLLOWING PROPERTIES: 2555 W. Bluff #180, Fresno, CA 93711, 450 J. STREET #4091, SAN DIEGO, CA 92101, 48 STUDHOLME COURT, LONDON, ENGLAND, NW37AE (3) NAME: River Park Properties; Investment related: ADDRESS: 265 E River Park Cir, Fresno, CA 93720; Real Estate Limited Partnership; Limited Partner; Start Date: 03/21/22; 1 hour per month; 0 during securities trading hours; I am a limited Partner. (4) NAME: Old Globe; Non-investment related; 1363 Old Globe Way, San Diego, Ca 92101; The Old Globe is a Regional Theater; Board Member; Start Date: 02/01/22; 7 hours per month; 2 hours during securities trading hours; I help shape the future of the Old Globe UCI Beal Applied Innovation, 5270 California, #100, Irvine, CA 92617; Board Member Start Date: 01/01/22. 2 hours during securities trading hours; Help shape the strategy for university incubating program for businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-03 |
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