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251 South Lake Ave Suite 800, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
251 South Lake Ave Suite 800, Pasadena, CA 91101 • United States
West Lake Hills, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
West Lake Hills, TX • United States
South Pasadena, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Los Angeles | CA | 04/2018 | 06/2020 |
| Jpmorgan Securities Llc | Los Angeles | CA | 04/2018 | 06/2020 |
| Beacon Street Associates, Llc | Los Angeles | CA | 05/2016 | 09/2016 |
| Quantvex, Inc. | Los Angeles | CA | 09/2016 | 06/2018 |
| Goldman Sachs & Co. Llc | Los Angeles | CA | 07/2020 | 07/2021 |
| Simplify Asset Management | New York | NY | 07/2021 | 12/2023 |
| Sabbatical | Los Angeles | CA | 01/2024 | 04/2024 |
| Tema Global Limited | London | 05/2024 | 04/2025 | |
| Caerus Investment Advisors, Llc | West Lake Hills | TX | 01/2025 | Present |
| Dishmi Capital, Llc | South Pasadena | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-21 |
| S66 | Uniform Combined State Law Examination | 2011-10-01 |
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