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1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-12-01 |
| CA | RA | APPROVED | 2015-05-20 |
Branch Locations
9465 Wilshire Boulevard Suite 300, Beverly Hills, CA 90212 • United States
15333 North Pima Road, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Steel Peak Wealth Management, Llc | Beverly Hills | CA | 05/2015 | Present |
| Steel Peak Wealth Management, Llc | Scottsdale | AZ | 09/2017 | Present |
FEDERICO LIBBI, 1301 S. CATALINA AVE., UNIT F, REDONODO BEACH, CA 90277 INVESTMENT RLT'D YES, COMPENSATION FOR ACTIVITY YES, HRS DEVOTED TO ACTIVITY 2, HRS DURING TRADING 0, DATE ACTIVITY BEGAN 02/01/11, POSITION FAMILY HELD; HELP MY MOTHER PURCHASE AND SELL REALESTATE. KEEP TRACK OF NUMBERS. LLC REAL ESTATE OPTIMIZED INC.; NOT INVESTMENT RELATED; 40 HOURS/MONTH; 0 HOURS DURING MARKET HOURS; BEVERLY HILLS, CA; VICE PRESIDENT AND CFO; FINANCIAL OFFICER OVERSEEING BUSINESS OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-27 |
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